Apprentice Financial Services Administrator

Key Duties and Responsibilities to develop:

Provide administrative support to the Practice Assist the letter of authority process Learning the requirements of pre-meeting preparation and post-meeting follow-up, including accurately updating client files on Salesforce CRM Process applications accurately and record the required management information Progress applications with product providers, advisers, clients, and other third parties to ensure that each case is completed in a timely manner Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills Meeting and greeting clients and visitors to the Practice Liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales

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 could 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:

This apprenticeship offers a route for a career within the company and the wider Financial Services sector. This could lead to a variety of roles depending on the skills and ambitions of the individual.

Employer Description:
At Eccles Greenwood Financial Planning we firmly believe it is vital to build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation. We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.

Working Hours :
Monday to Friday between 9am to 5pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Team working,Initiative,Positive attitude