IFA Administrator Apprentice

Answering telephone calls and developing professional telephone etiquette. Speaking with clients and financial product providers. Scanning, organising and managing important documents. Supporting the directors, advisers and administrators with day-to-day tasks and projects. Using their back-office systems and CRM, including data cleansing and maintaining accurate records. Assisting with the submission and processing of new financial business. Supporting the accounts function when required, including invoicing. Taking meeting minutes and helping to keep accurate records. Writing professional letters and emails to clients. Using Microsoft Office, including Word, Excel and Outlook, to support the business. Developing your awareness of cyber security and completing relevant training. Learning about financial products and the wider financial services industry, if this is an area you are interested in.

Training:

The Level 2 Apprenticeship in Customer Service Practitioner includes:

Level 2 Standard in Customer Service Practitioner  Level 1 Functional Skills in Mathematics Level 1 Functional Skills in English

You will attend a half-day session with HBTC where you will develop your customer service knowledge and skills, and work towards any functional skills that you have to take. An End Point Assessment is also included as part of the programme.

Training Outcome:

This Apprenticeship offers an excellent opportunity to develop valuable skills, knowledge, and workplace experience. Upon successful completion, there may be opportunities for permanent employment, career progression within the company, or progression onto higher-level qualifications or further education.

Employer Description:

Minster Financial Management is a young, growing Independent Financial Adviser (IFA) business. They work hard, but they also believe in creating a friendly, supportive and enjoyable working environment where everyone has the opportunity to learn and progress. They already have three members of the team completing apprenticeship schemes. They don’t just see an apprenticeship as a qualification; they see it as the beginning of a potential long-term career with them.

Working Hours :
Monday to Friday, 10.00am - 3.00pm.

Skills:
Communication skills,IT skills,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Initiative