Apprentice Financial Administrator

Answer and direct phone calls providing polite & professional communication Greet & assist visitors to the office Dealing with incoming & outgoing post Action email requests from advisers & clients General office duties e.g. filing & photocopying Book meeting rooms, hotels, taxis etc. Conduct accurate data entry

With further training, the apprentice’s role will also expand to include:

Client valuations Client investment/pension withdrawals Assist in the preparation of regular annual review letters & reports Preparation of documents to accompany adviser’s recommendations i.e. illustrations, application forms & comprehensive suitability reports

Training:
Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and Ethics Develop the knowledge, skills and behaviours of successful Financial Services Administrators Free CII membership for non-members through the CII Aspire Apprenticeship Programme Includes the CII CF1 digital study book and exam entry CII and EPA resits are to be covered by the employer Fortnightly workshops for the CF1 exam from our CII approved trainer All workshops recorded and available on-demand Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals  Exam tips, tricks, and strategies Additional resources through RM Advance Regular tutorials and assessments from an experienced financial services professional R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge

Training Outcome:

Progress to Paraplanner Apprenticeship available once Financial Administrator Apprenticeship successfully completed. Alternatively, full study support package available for candidates to continue studying with a long-term (3 to 5 years) option to move into Paraplanning and/or advising (either mortgage or full advice).

Employer Description:
We are a firm of Financial Advisers working within the Openwork Partnership to provide our clients with a full range of financial solutions to meet their needs including Investments, Pensions, Protection and mortgages

Working Hours :
Monday to Friday 09:00 – 17:00, 60 minutes lunch.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Work well under pressure,Conscientious,Hard Working