As an Apprentice Financial Planning Administrator, you will support our financial advisers and administrative team in delivering high-quality service to clients. This role offers structured training, hands-on experience, and the opportunity to gain a professional qualification in financial services.
Key Responsibilities:
Maintain and update client records in our back-office system
Assist in processing new business applications for pensions, investments, mortgages and protection
Prepare documentation for client meetings, including valuations and research
Handle client queries via phone and email with professionalism and efficiency
Ensure compliance with regulatory requirements and company policies
Perform general administrative tasks such as scanning and data entry
Work as part of a team, joining meetings and activities to support teamwork and learning
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:
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:Upon successful completion of the apprenticeship, there may be opportunities to progress into roles such as Financial Planning Administrator, Paraplanner, Mortgage Adviser or Financial Adviser by completion of further study. This would also be supported by us.Employer Description:We are a fast growing, young and dynamic company who plan to be around for a long time and take succession planning very seriously. We value our employees as much as we value our clients and all team members will have a structured development plan throughout their careers with us which will allow them to develop both personally and professionally.Working Hours :Monday - Friday, 9.00am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Team working,Initiative,Patience,Eager to learn....Read more...
