Financial Services Administrator Apprentice

You will provide efficient administrative support to the Advisers and Practice Manager within the practice to provide a high quality service to new and existing clients. Your duties will include producing all the relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations, letters and valuations as well as processing all new business documentation in accordance with the agreed service and quality standards. You will handle queries from clients and third parties and take the appropriate action to ensure the query is dealt with in a timely and effective manner. You will follow an approved study programme alongside your work to develop your skills for the role and gain a recognised Chartered Institute of Insurance qualification.

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:

CF1 (or R01) - awarded by The Chartered Insurance Institute (CII) Completion of CF1 or 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:

The Financial Services Administrator apprenticeship is ideal for learners or individuals seeking a career change into financial services or suitable for A-Level students for the current academic year (2024-2025.)

As an entry level role, this apprenticeship provides the foundation, knowledge, skills, experience and competencies achieved as part of an introduction to the industry and which will be transferable across a number of career paths including future progression in Financial Services Administration, Practice Management, Paraplanning or Financial Advice.

Employer Description:
The practice specialise in providing high-quality, face-to-face wealth management advice to farmers, landowners and rural businesses. This is an exceptional opportunity to join a reputable, growing firm who believe in employee development and offer genuine scope for progression.

Working Hours :
Monday to Friday, 9.00am to 5.00pm.

Skills:
Communication skills,IT skills,Attention to detail,Customer care skills,Administrative skills,Team working,Initiative,Patience