Financial Planning Administrator Apprentice

Maintaining client data on our back-office system Process new business, which includes anti money laundering checks and follow through to completion of the application process either paper or electronic, liaising with clients and providers where appropriate Processing fund switches and withdrawals Sending Letters of Authority (LOA) and following up with the providers Assisting colleagues with their administration and dealing with telephone and postal queries Preparing for client meetings, obtaining valuations and conducting research Scanning documents onto back office-system when required General administrative tasks such as filing, photocopying and collating information

Training:

Level 3 Financial Services Administrator Apprenticeship.

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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.

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 either 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.

The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.

Training Outcome:

A permanent position is available, and there is potential to develop further by undertaking additional exams to complete a Level 4 Diploma once the apprenticeship is completed.

Employer Description:
BP Sanders is an firm of independent financial advisers working in the heart of the Berkhamsted community for many years. We help our clients to make informed financial decisions giving them holistic advice on Life and Pension products, Mortgages and Inheritance Tax Planning. Trust, Truth and Transparency are the values our company stands for.

Working Hours :
Monday to Friday, 9am to 5.30pm.

Skills:
Communication skills,IT skills,Organisation skills,Team working,Enthusiastic,Positive attitude,Strong work ethic