Financial Services Administrator Apprentice
Prepare and manage client files in respect of mortgage and protection applications:
• Liaise with clients, lenders, insurers and solicitors throughout the process
• Ability to work on your own initiative and to tight deadlines
• Adhere to industry regulation and legislation guidelines as set down by the Financial Conduct Authority and other regulatory bodies
Training:
Level 3 Financial Services Administrator Apprenticeship Standard
The Financial Services Administrator apprenticeship is ideal for individuals 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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.
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:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 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.
The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.
Training Outcome:
Continued professional development and further qualifications will be fully supported.
A successful candidate may be offered a full time position with us, which will offer a higher salary package and annual bonus scheme.
Employer Description:
PJK Associates has been trading since 2002 and advises on mortgages and protection products. Using the latest technology and having unlimited access to the market, the qualified and experienced team will offer expert advise, guidance and support for any type of mortgage transaction.
Working Hours :
Monday-Friday 8.45am-5pm
Skills:
Communication skills,Organisation skills,Team working,Initiative,Confident,Proactive,Positive attitude,Self-motivated