Apprentice Financial Services Administrator

Prepare and submit letters of authority to providers and chasing these through to completion, alongside summarising the information for Financial Advisers Liaising with product providers to obtain valuations, quotes, and other information for Financial Advisers Preparing simple annual review letters for clients Submitting protection applications, bereavement claims, and bond assignments and surrenders, and chasing these through to completion Processing risk questionnaires and providing Advisers with results Responding to client queries professionally via telephone and email and greeting visiting clients Answering all incoming calls and accurately taking information and notes to pass on messages promptly Managing meeting room bookings Handling all incoming and outgoing post and distributing this as required Sending out client satisfaction surveys Binding reports and preparing documents as required for adviser appointments Ensuring all relevant compliance, internal business documents, and provider documents are completed and held on the firm’s back-office system Ensuring all tasks are carried out and completed in line with company policies and procedures as well as all compliance and legislative requirements Dealing effectively with colleagues, product providers, and third parties Supporting the wider Support Team, including providing assistance where required Proactively contributing towards building your own knowledge and experience in financial planning advice and the financial planning industry Reasonable ad-hoc and other duties, as required by the company

Training:

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

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

Training Outcome:

This apprenticeship offers the opportunity to build a long-term career within the financial services sector. Subject to successful completion, there is the potential for a permanent position, further professional qualifications and progression into senior administrative, paraplanning or financial planning roles. We are committed to supporting ongoing learning and development within a friendly and supportive team environment.

Employer Description:

Red IFA are an independent Financial Services Group Practice located within the Midlands who specialise in all areas of financial planning for both corporate and individual clients all over the UK.

Red IFA are directly authorised by the Financial Conduct Authority as such their services are of the highest standard.

Working Hours :
Monday - Friday 9.00am - 5.00pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Professional and friendly,Reliable and dependable,Interest in Financial Services,Long term career plans