Apprentice Administrator

You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice You will manage and collate key data for reports and portfolio reviews Dealing with enquiries and correspondence from clients and providers Managing the database of clients You will be processing new business and liaising with SJP admin teams

Training:

The Financial Services Administrator Level 3 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:

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

Training Outcome:
The ability to grow and develop the role progressing to Senior Administrator, Paraplanner or Adviser With the potential to become a permanent role, further training and exams would be factored in, depending on the route you would like to take

Employer Description:
We pride ourselves in offering a seamless service of distinct quality, professionalism and expertise covering varying aspects of wealth management, all backed by the successful St. James's Place Group

Working Hours :
Monday - Friday, 9.00am - 5.00pm - there could be some flexibility for the right candidate.

Skills:
Communication skills,IT skills,Attention to detail,Team working,Initiative,Time management