Summary
A chance to work with a financial services team with passion, quality, trust and respect values being at the core of their beliefs. You will learn how to provide a full administrative service to the team, together with dealing with providers and clients.
Wage
£12,480 a year
Salary to be reviewed at 6 months with potential uplift dependant on performance. Bonus Structure to be discussed.
Training course
Financial services administrator (level 3)
Hours
Monday - Friday, 9.00am - 5.00pm
37 hours 30 minutes a week
Possible start date
Monday 17 March
Duration
1 year 3 months
Positions available
2
Work
As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.
What you’ll do at work
* Binding, scanning, printing and filing duties, as required
* Basic letters and correspondence
* Scheduling client meetings
* Data entry using Excel and St. James’s Place internal IT systems
* Client birthday and Christmas cards
* Office Receipts
* Preparing report packs
* Head Office follow up / general enquiry calls
* Stationery monitoring / ordering
* Assisting with the preparation of client meeting packs
* Maintaining and updating client records
* Downloading / printing factsheets
* Preparing and printing mail merges
* Attending internal/external training courses and events where required, which may require some travel
* E-filing and saving documents onto the cloud
* Sending confidential documents to clients via Qwil
* Assisting the Business Processing Administrator with sending out LOAs and chasing providers
* Posting weekly articles on Linked In pages
General:
* Working closely with the PA/Client Servicing Administrators and Business Processing Administrator
* Supporting the Practice’s ongoing expansion and administrative demands
* Answering incoming telephone calls in a professional and polite manner
* Shredding of all confidential information
* Keeping the office area tidy and presentable at all times
* Using the internal intranet system to manage client basic enquiries
* Team working
* Logging all calls and emails on CRM system in line with compliance regulations
Where you’ll work
19 Royal Pier Road
Gravesend
DA12 2BD
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.
College or training organisation
SIMPLY ACADEMY LTD
Your training course
Financial services administrator (level 3)
Equal to A level
Course contents
* Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
* Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
* Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
* Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements
Your training plan
Level 3 Financial Services Administrator Apprenticeship Standard:
* The Financial Services Administrator apprenticeship is ideal for individuals 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
* The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles
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 Insitute (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
* The Apprentice is assigned a dedicated experienced mentor to guide them through the programme
* Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
Requirements
Essential qualifications
GCSE in:
* English, Maths and 3 other subjects (grade 4/C or above)
Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.
Skills
* Communication skills
* IT skills
* Attention to detail
* Organisation skills
* Customer care skills
* Administrative skills
* Number skills
* Logical
* Team working
* Creative
* Initiative
* Non judgemental
* Patience
* Enthusiastic
* Punctual