Apprentice Financial Services Administrator

Assisting with day-to-day financial administration and client suppor Preparing and processing financial documents accurately and efficiently Maintaining client records and ensuring information is kept up to date Supporting advisers and senior team members with administrative tasks Handling incoming calls, emails, and client enquiries in a professional manner Learning financial services processes, systems, and compliance procedures Scheduling appointments and managing diaries where required Assisting with reports, data entry, and document preparation
Developing knowledge of financial products, services, and regulations Working towards industry qualifications alongside practical on-the-job training Building strong communication and organisational skills within a professional office environment Contributing to a supportive team within a growing business with progression opportunities

Training:

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:

R01 - awarded by The Chartered Insurance Institute (CII)

Completion of R01 will provide a solid foundation for the learner and can lead 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:

Further apprenticeship, if possible, to take them up to a Level 4 diploma in regulated financial planning.
 

Employer Description:

A very well established FCA directly authorised company
Advising on Mortgages, Investments, and Pensions.  Offering friendly, easy-to-understand advice to Customers across the UK

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

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Initiative,Eager to learn,Positive attitude,Professional attitude