Financial Services Administration Apprentice

Client administration:
- Client meeting confirmation.
- Iris input / record keeping.
- IO input / record keeping (includes risk profiler reports).
- Creation of client files (electronic).
- Obtaining information from providers.
- Management of letter of authorities to completion.
- Liaising with clients and providers.

Stationary / post:
- Management of all office stationary needs (incl printer/scanner).
- Creation of new client packs for adviser meetings.
- Management of post (delivery/collection/scanning).

New business processing (pre-sale):
- Creation of provider illustrations / applications / fund information etc.
- Production of client presentation documents.

New business processing (post-sale):
- Processing of online/paper applications.
- Monitoring new business pipeline through to completion.
- Chasing underwriting for protection cases.
- Deal with all provider documentation.

Client reviews:
- Produce all pre meeting review documentation.
- Process post meeting review meeting documentation.
- Production of post review letters.

Group schemes:
- Monitoring of existing schemes.
- Deal with annual renewal documentation / illustrations.
- Set up new schemes through to completion.

General admin:
- Deal with day-to-day correspondence from providers.
- Action adviser / client requests.

Training:

The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.

As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. 

Key Learning Outcomes:

- A broad understanding of the financial services sector.

- An understanding of the role of the appropriate regulatory bodies.

- The importance of relationship building with clients and colleagues.

- Understanding of processes and procedures relevant to the role.

- How to develop commercial awareness.

- Building skills and capabilities within an organisation.

- Professional Qualification awared by The Chartered Insurance Institute (CII).

To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.

Training Outcome:

Opportunity for progression and full time permanent role.
Training and development opportunities.

Employer Description:
At SMH Financial Services, we offer independent planning to individuals, trustees and businesses which is specifically designed to meet their individual circumstances. Typically we specialise in providing advice to owners, managers and company directors of businesses in terms of their personal wealth and business planning. Whether you are looking at planning for your retirement, investing your capital or simply protecting your hard-earned wealth then our fully qualified advisers are able to help. We have no set criteria as we believe everyone is unique and has their own individual requirements. Therefore we offer a truly bespoke service to all our clients. We will work with you to build a financial plan that targets your individual needs by firstly obtaining a thorough understanding of your needs and requirements. We will then review your financial position on a regular basis where appropriate which is designed to help to ensure that you are achieving your goals and enable your plan to be adapted to meet your changing needs and circumstances.

Working Hours :
Monday to Friday, 9.00am-17.30pm

Skills:
Communication skills,Attention to detail,Team working,Initiative,Time management skills,Honest & trustworthy