Financial Services Administrator Assistant Apprentice

Key Duties and Responsibilities:

Scanning, printing and filing duties, as required Basic letters and correspondence Scheduling client meetings Data entry using Excel and internal IT systems Preparing report packs General enquiry calls Stationery monitoring / ordering Assisting with the preparation of client meeting packs Maintaining and updating client records Downloading / printing factsheets Preparing and printing mail merges  E-filing and saving documents onto the cloud Assisting the Business Processing Administrator with sending out LOAs and chasing providers

General:

Supporting the Practice’s ongoing expansion and administrative demands Answering incoming telephone calls in a professional and polite manner Shredding of all confidential information Keeping the office area tidy and presentable at all times Team working Logging all calls and emails on CRM system in line with compliance regulations

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 (one of):

CF1 - awarded by The Chartered Insurance Institute (CII).
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 apprenticeship offers a route for a career in the financial sector. A permanent position will be available upon completion of the apprenticeship dependent on performance.

Employer Description:
Sterling, established in August 2000, has grown substantially over the years. However, we have always aimed to retain the feel of a smaller company. We offer a range of financial services, but typically provide ongoing support to those with investable assets above £500,000. Our priority is to help clients make the most of their wealth through sensible investment and tax planning recommendations, all based on their individual circumstances and objectives.

Working Hours :
Monday – Friday between 9am-5pm (1 hour unpaid lunch).

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Enthusiastic,Punctual