Summary
An opportunity to start your career within Financial Services, joining a vibrant and growing mortgage brokerage and finance specialist firm. This apprenticeship will help you to develop the required knowledge, skills, and behaviours, along with gaining a professional regulatory exam.
Wage
£16,000 a year
Training course
Financial services administrator (level 3)
Hours
Monday to Friday, 10.00am to 4.00pm.
30 hours a week
Possible start date
Monday 14 April
Duration
1 year
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
You will be part of the team supporting the advisers with day to day admin including:
* Ensuring mortgage applications are administered accurately and in a timely manner, and in line with TR Financial's policies/procedures.
* Data inputting.
* Dealing with solicitors, estate agents and insurance providers.
All activities must be delivered whilst offering exceptional levels of customer service.
Where you’ll work
The Barn
Cow Lane
Bushey
WD23 3EL
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
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:
* CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
* Completion of CeMAP1 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 passes in total (including English & maths) (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
* Number skills
* Team working
* Initiative
Other requirements
This is an office based role. Own transport preferable. Flexibility required.