Summary
This is a great opportunity to start in the financial services sector. Managing the diary schedules and appointments for our financial advisers, as well as general administrative tasks. The ideal candidate will have exceptional organisational skills, a keen attention to detail, and the ability to handle multiple tasks efficiently.
Wage
£18,000 a year
Dependent upon level of experience and examinations achieved: Starting at £18,000 per annum to £22,000 per annum With potential to rise once fully trained and adds value to the practice and the team support
Training course
Financial services administrator (level 3)
Hours
Monday to Friday – 9am to 5pm (1 hour lunch)
35 hours a week
Start date
Monday 28 April 2025
Duration
1 year 5 months
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
* Manage and coordinate the daily schedules and appointments of our financial advisers.
* Schedule meetings, and events.
* Ensure all appointments and commitments are met and prepare the necessary documentation for meetings.
* Act as the first point of contact for internal and external communication related to diary management, and our professional connections.
* Maintain confidentiality and handle sensitive information with discretion.
* Provide general administrative support as needed.
Skills Required:
* Excellent organisational and time management skills.
* Strong communication skills, both written and verbal, with a high level of experience talking directly to clients.
* Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and CRM software.
* Ability to multitask and prioritise workload in a fast-paced environment.
* Strong problem-solving skills and attention to detail.
* High level of professionalism and confidentiality.
Qualifications:
* A level student would be preferred with strong Maths and English qualification
* Experience of working in the finance/corporate sector will help although not essential
* Level of customer service, and telephone skills, with experience liaising directly with clients will also help
Personal Qualities:
* Positive attitude to work and great working ethics in terms of time keeping, going that extra mile and eager to learn and grow.
* Self-motivated and enthusiastic, being able to work on individual basis as well as within the team.
Where you’ll work
Catalyst House
720 Centennial Court, Centennial Avenue, Elstree
Borehamwood
Herts
WD6 3SY
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
SKILLS EDGE TRAINING 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
* Financial Services Administrator Level 3.
* Fully and part funded learning and development programme that includes the CII R01 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 R01 study e-book and exam entry.
* CII and EPA resits are to be covered by the employer.
* Fortnightly workshops for the R01 exam delivered by our team of professional qualification tutors.
* All workshops recorded and available on-demand.
* Interactive chat, forums and class notebooks 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.
Requirements
Desirable qualifications
A Level in:
* English and Maths (grade B)
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
* Organisation skills
* Problem solving skills
* Professionalism
* Ability to multi-task
* Confidentiality
Other requirements
• Regular assessment of progress to ascertain skill set suitability for the current role • If has the right skill set, with attention to detail, keep up with the fast-paced environment, can progress to paraplanning roles or senior administrator role • Further exams to excel oneself is possible aswell structured in house support & e-learning material assessments