Summary
A very exciting opportunity to be a part of PJK Associates, a dynamic Mortgage Advice and Protection Company whom are looking to recruit a Financial Services Administrator Apprentice. The successful candidate will eventually progress to supporting an adviser in all aspects of managing client files from beginning to end.
Annual wage
£16,000 a year
Training course
Financial services administrator (level 3)
Hours
Monday-Friday 8.45am-5pm
37 hours 30 minutes a week
Possible start date
Monday 3 February
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
Prepare and manage client files in respect of mortgage and protection applications:
• Liaise with clients, lenders, insurers and solicitors throughout the process
• Ability to work on your own initiative and to tight deadlines
• Adhere to industry regulation and legislation guidelines as set down by the Financial Conduct Authority and other regulatory bodies
Where you’ll work
DOLPHIN HOUSE
103 FRIMLEY ROAD
CAMBERLEY
GU15 2PP
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 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:
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.
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:
* 5 subjects including maths and english (grade 4 or above)
A Level in:
* 3 other subjects (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
* Organisation skills
* Team working
* Initiative
* Confident
* Proactive
* Positive attitude
* Self-motivated