Daily post and issue to each advisor
Answer the telephone
Assist with walk in, telephone and online enquiries
Book appointments
Contact providers
Offer additional support to the existing administration team
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 Qualifications:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas
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:
Further apprenticeships/training, permanent position
Employer Description:Veracity Financial Planning is an IFA (Independent Financial Advice) firm in Nottingham which was founded in 2009 to give pension advice, investment advice and mortgage advice in Nottingham and its environs. Veracity’s aim was to create a firm which offered a sensible, workable and visible charging structure, with simple and valuable planning techniques, that make a difference to our clients’ ability to make realistic and improved plans for their future, we have a strong team of 12 advisors and 2 administrators.Working Hours :Monday - Thursday, 9.00am - 5.00pm and Friday, 9.00am - 2.00pmSkills: Communication skills,Attention to detail,Number skills,Team working,Initiative....Read more...
