Summary
A chance to work with a financial services team with passion, quality, trust and respect values being at the core of their beliefs. You will learn how to provide a full administrative service to the team, together with dealing with providers and clients.
Wage
£14,918.80 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
Salary to be reviewed at 6 months with potential uplift dependant on performance. Bonus Structure to be discussed.
Training course
Financial services administrator (level 3)
Hours
Monday - Friday, 9.00am - 5.00pm
37 hours 30 minutes a week
Start date
Monday 12 May 2025
Duration
1 year 3 months
Positions available
2
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
* Binding, scanning, printing and filing duties, as required
* Basic letters and correspondence
* Scheduling client meetings
* Data entry using Excel and St. James’s Place internal IT systems
* Client birthday and Christmas cards
* Office Receipts
* Preparing report packs
* Head Office follow up / general enquiry calls
* Stationery monitoring / ordering
* Assisting with the preparation of client meeting packs
* Maintaining and updating client records
* Downloading / printing factsheets
* Preparing and printing mail merges
* Attending internal/external training courses and events where required, which may require some travel
* E-filing and saving documents onto the cloud
* Sending confidential documents to clients via Qwil
* Assisting the Business Processing Administrator with sending out LOAs and chasing providers
* Posting weekly articles on Linked In pages
General:
* Working closely with the PA/Client Servicing Administrators and Business Processing Administrator
* Supporting the Practice’s ongoing expansion and administrative demands
* Answering incoming telephone calls in a professional and polite manner
* Shredding of all confidential information
* Keeping the office area tidy and presentable at all times
* Using the internal intranet system to manage client basic enquiries
* Team working
* Logging all calls and emails on CRM system in line with compliance regulations
Where you’ll work
19 Royal Pier Road
Gravesend
DA12 2BD
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
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 individuals 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
* The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles
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:
* CF1 awarded by the Chartered Insurance Insitute (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
* The Apprentice is assigned a dedicated experienced mentor to guide them through the programme
* Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
Requirements
Essential qualifications
GCSE in:
* English, Maths and 3 other subjects (grade 4/C 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
* Number skills
* Logical
* Team working
* Creative
* Initiative
* Non judgemental
* Patience
* Enthusiastic
* Punctual