Summary
We seek an ambitious and naturally enthusiastic person to join our team who is eager to learn and has a commitment to self-development. The role will provide lots of opportunity to work with, and learn from, experienced colleagues so that you soon gain a good understanding of the FS industry and how it delivers high quality financial advice.
Wage
£23,000 a year
Training course
Financial services administrator (level 3)
Hours
Monday - Thursday, 9.00am - 5.00pm and Friday, 9.00am - 4.30pm
34 hours 30 minutes a week
Possible start date
Saturday 1 March
Duration
1 year 3 months
Positions available
1
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
* 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
Where you’ll work
Dakota House
25 Falcon Court, Preston Farm Industrial Estate
Stockton-On-Tees
TS18 3TX
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 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
Requirements
Essential qualifications
GCSE in:
* 5 subjects including maths and english (grade 4 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
* Team working
* Initiative
* Good Microsoft Office Skills
* Interest in the sector
Other requirements
Full time office-based (Stockton)