Financial Services Administrator Apprentice

Fully support the director as an administrative assistant Taking new enquiries Processing applications/compliance reviews/documentation checks  Answering incoming phone calls General business tasks

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:

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:
Progression through to becoming a fully qualified Mortgage Adviser

Employer Description:
A well established and successful Mortgage Brokers, based in Warrington, founded by Director Ross Jones. Specialising in supporting clients such as business owners, self employed and contractors with their mortgage and protection needs. This business has won industry awards for the customer service it provides.

Working Hours :
Monday to Friday 9am to 5pm.

Skills:
Communication skills,Attention to detail,Customer care skills,Professional approach,Good IT/Microsoft Office