Financial Services Administrator Apprentice

The initial role will consist of various administrative tasks required to support the business and aiding with the review process of existing clients' investments. The types of tasks that will be expected to be completed are: 

Organising and maintaining clients’ electronic folders  Completing forms and basic requests sent to investment/product providers  Preparing letters/e-mails to clients and investment/product providers  Answering the telephone  Carrying out ad-hoc requests as and when required  Organising and scanning of old paper files  Preparing annual review packs for clients and producing annual suitability letters  Administering the submission of applications to investment/product providers  Completing ad-hoc research, providing administrative support and undertaking data processing to assist Financial Advisers, Office Manager & Compliance Officer 

Training:

Level 3 Financial Services Administrator apprenticeship standard.

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 - awarded by The Chartered Insurance Institute (CII)

Completion of CF1 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:

This is an entry level role to join the company as a Financial Administrator. After completion of the initial apprenticeship, the candidate may be offered the opportunity to progress onto another apprenticeship with the view of progressing into a paraplanning role.

Further opportunities may arise for those who continue to excel and wish to pursue further studies to aide in their progression.

Employer Description:
We are an established firm of Independent Financial Advisers. We have been trading for over 20-years and our support teams aides our 6 advisers in servicing our on-going clients needs, covering a wide range of areas such as: pensions, investments, Wills & estate planning, Inheritance Tax planning

Working Hours :
Monday to Friday 8am to 4.30pm (4pm on Fridays)

Skills:
Communication skills,IT skills,Attention to detail,Administrative skills,Number skills,Team working,Initiative