Apply to: Apprentice Financial Services Administrator
Apply From: 25/01/2025
Learning Provider
Delivered by SIMPLY ACADEMY LTD
Employer
INVESTACC WEALTH MANAGEMENT LIMITED
Vacancy Description
* Supporting our experienced financial advisers based at our Stockton office and ensuring the smooth operation of our services.
* Assist in providing quality independent financial advice.
* Manage administrative tasks related to client accounts, documentation, and compliance, ensuring all processes adhere to regulatory standards.
Employer Description
Vesta Wealth Limited is part of the InvestAcc Group, trading since 1992. We are a leading financial services firm with an office in Stockton-On-Tees, dedicated to providing comprehensive and tailored independent financial advice and solutions to our diverse client base. Our commitment to excellence and client satisfaction drives our success, and we are looking for a dedicated Apprentice Financial Services Administrator to join our dynamic team based in our Stockton office.
Vacancy Location
Dakota House 25 Falcon Court, Preston Farm Industrial Estate TS18 3TX
Wage Frequency
Custom
Number of Vacancies
1
Vacancy Reference Number
1000297735
Key Dates
Apply From: 25/01/2025
Closing Date For Applications: 2025-02-19 23:59:59
Interview Begin From:
Possible Start Date: 2025-03-01 00:00:00
Training
Training to be Provided
* Level 3 Financial Services Administrator Apprenticeship Standard.
* 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 (one of):
* 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.
Skills Required
Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Administrative skills, Team working, Initiative, Good Microsoft Office Skills, Interest in the sector.
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