Financial Services Administrator Level 3 Apprentice

You will provide a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice.

You will be a point of contact for clients and third parties dealing with general enquiries Responsible for business submission using bespoke software Ensuring that the business obtained is being processed in a timely way Due to the nature of the business, tasks must be completed within a timely manner Daily checking of CFRs, Advice Records and Advice Sets on      Salesforce and iBusiness Managing PQS, reviews and Consumer Duty processes Identifying and reporting compliance flags GDPR record maintenance and third-party introducer documentation Processing EBS, Advice Sets and case submissions via iBusiness Preparing straightforward Suitability and New Business Reports Issuing approved Suitability Letters, including Drawdown Reviews Updating Salesforce, managing WIP and post-meeting actions Tracking cases with Paraplanners and maintaining accurate CRM records Providing compliance and task completion data to management

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

Professional Qualifications:

CF1 - awarded by The Chartered Insurance Institute (CII) Completion of CF1 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:

Following the completion of the apprenticeship programme you’ll have the opportunity for further development. You might choose to undertake a higher-level apprenticeship, or study for additional professional qualifications, or undertake further training. It’s our goal to ensure you’re inspired to make a difference by actively contributing to the continued growth of the business.

Employer Description:

One of the UK's leading wealth management organisations.  A company of experienced professionals who develop essential business and financial services skills helping their clients to grow both personally and professionally.

Working Hours :
Monday - Friday - 8am - 5pm

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Initiative,Non judgemental,Positive attitude,Time management,Willingness to learn,Working independently,Reliability and integrity,Maintaining confidentiality,Financial Services Industry