Apprentice Financial Services Administrator

Speaking with product providers to request information Being a point of contact for clients by phone and email Checking and recording information on to back office systems Responding to in bound enquiries Preparation of files and printed items

Training:

Financial Services Administrator Level 3 Apprenticeship Standard:

CII - Financial Services, Regulation and Ethics (R01) qualification Learning will be a combination of remote classroom and digital learning Training will be flexible around the role, but will account for 20% of time at work

Training Outcome:
There will be the ability to move into a full time administration role immediatately after successful completion Following this, the career routes could include paraplanning, operations or client facing advice roles

Employer Description:
We are a Financial Planning business based in Gloucester. We serve clients across the South West of the UK. Our advice and services are all centred around clients, their family, their business, and helping them to make their future financial aspirations a reality.

Working Hours :
Monday - Friday. 9.30am - 5.00pm

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental