What you will do in your working day
This will be a varied role which will include the following duties:
* Dealing with follow-up and queries from clients
* Learning the financial trade with the potential to take on more responsibility over time and develop within the business
* Preparation and submission of new business applications
* Financial and compliance administration
* Update clients records
* Uphold the highest standards of compliance and confidentiality
The training you will be getting
* Financial Services Administrator Level 3
* Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and Ethics
* Develop the knowledge, skills and behaviours of successful Financial Services Administrators
* Free CII membership for non-members through the CII Aspire Apprenticeship Programme
* Includes the CII CF1 study e-book and exam entry
* CII and EPA resits are to be covered by the employer
* Fortnightly workshops for the CF1 exam delivered by our team of professional qualification tutors
* All workshops recorded and available on-demand
* Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
* Exam tips, tricks, and strategies
* Additional resources through RM Advance
* Regular tutorials and assessments from an experienced financial services professional
* R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Edge Trainer
What to expect at the end of your apprenticeship
* Progression into Paraplanning, Customer Relations and beyond.