Summary
Local financial advisory firm requires a Financial Administrator to support a team of Financial Advisers and Paraplanner to assist with essential administration needs.
Wage
£15,704 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
A review to be held every 6 months. Potential for additional bonuses.
Training course
Financial services administrator (level 3)
Hours
Monday - Friday, 09:00 - 17:00
40 hours a week
Start date
Monday 26 May 2025
Duration
2 years
Positions available
1
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you’ll do at work
* Coordinating office activites and working with a Senior Administrator and in house Financial Advisers
* Handling internal and expernal phone calls and correspondence
* Overseeing day-to-day office functioning
* Provide support to Management
* Use of CRM systems, data input and output
* Preparation and working with third parties to assist in client reporting
* Filing and scanning documents
* The use of third parties software
Where you’ll work
7 OAKTREE PLACE
MANATON CLOSE
MATFORD BUSINESS PARK
EXETER
EX2 8WA
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
EXETER COLLEGE
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
* Financial Services Administrator Level 3 Apprenticeship Standard
* All training to be provided at 7 Oaktree Place, Exeter EX2 8WA
* Online and assisted with third parties
Requirements
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
* Analytical skills
* Team working
* Initiative