Financial Services Administration Apprenticeship
We are looking for a highly organised and detail-driven Financial Services Administrator to join our team. In this role, you will work closely with our Account Managers to prepare finance proposals, manage documentation, and ensure the smooth progression of deals through pipeline. This position is ideal for someone who is proactive, process-focused, and comfortable working in a fast-paced environment.
Key Responsibilities:
Prepare, format, and submit finance proposals on behalf of Account Managers Ensure all supporting documents are collected, accurate, and compliant Maintain high levels of accuracy when inputting customer information Work collaboratively with Account Managers to progress applications quickly and efficiently Track proposal statuses and update CRM systems accordingly Handle inbound administrative queries relating to proposals and documentation Maintain organised digital records for all proposals and accounts Manage email inboxes and ensure timely responses Assist with general administrative tasks to support the wider team Contribute to process improvements and workflow efficienciesTraining:
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 organisationTraining Outcome:
Cross train across other departments and growth in the team of a rapidly growing business
Employer Description:
Love Finance is a leading online finance broker and lender dedicated to empowering UK businesses. We have been instrumental in assisting thousands of companies access quick and flexible funding. We use a consultative approach to make business finance simple and fast. Our team is committed to delivering a seamless, friendly, and efficient service, and we’re expanding our proposals function to support our continued growth.
Working Hours :
Monday - Thursday, 9.00am - 5.30pm and Friday, 9.00am - 5.00pm.
Skills:
Communication skills,Organisation skills,Team working,Initiative,Adaptable