Financial Administration Apprentice

What will a typical day look like in this role?

The candidate will be given tasks to complete by our Office Manager and Administration Manager, which contributes to the running of client's investment accounts.

This can be anything from:

Updating our CRM systems Producing Illustrations for new investments Chasing information from external providers Contacting clients Some diary management and admin related tasks

Training:

The Level 3 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:

R01 - awarded by The Chartered Insurance Institute (CII) Completion of 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 successful candidate has the opportunity upon completion of the Financial Administrator apprenticeship, to progress onto the Financial Adviser apprenticeship to then become a Financial Adviser in our business in the future.

The Financial Adviser apprenticeship role will still involve work in the back-office system, but it will also involve shadowing experienced qualified financial advisers with meetings, putting cash flow modelling plans together and analysis on their existing investments with other providers.

Whilst learning the ins and outs of becoming a Financial Adviser, the candidate will do their exams to become Diploma level 4 qualified.

Once qualified and deemed ready to advise clients, we have an internal academy to train individuals on everything they need to know about advising clients.

Employer Description:
Wealth management company. We specialise in helping individuals, families, trusts and companies meet their financial objectives, whether this is Retirement planning, Inheritance tax planning, Investment planning, Protection planning and more.

Working Hours :
Monday to Friday 9am - 5pm in the office

Skills:
Communication skills,IT skills,Attention to detail,Problem solving skills,Number skills,Logical