Summary
Provide quality admin support while completing a Financial Services Administrator apprenticeship. Gain skills through on-the-job training and formal study to excel in a financial environment. Represent the firm in meetings and handle front-of-house duties, showcasing professionalism and building relationships.
Annual wage
£12,313.60 a year
Training course
Financial services administrator (level 3)
Hours
Monday - Friday, 9.00am - 5.00pm
37 hours a week
Possible start date
Monday 3 February
Duration
1 year
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
Administrative Support:
* Assist with the preparation and processing of financial documentation, such as client applications, agreements, and account updates - including scanning, storing, and sending documents to clients to sign
* Maintain accurate records in line with company policies and regulatory requirements
* Support the management of client files, ensuring all information is up-to-date and securely stored
* Taking notes during meetings with clients
Customer Interaction:
* Provide a high standard of service when responding to customer inquiries via phone, email, or face-to-face
* Assist with onboarding new clients, including verifying documentation and collecting necessary information
* Escalate more complex client requests to senior team members where appropriate
Compliance and Regulation:
* Learn and adhere to financial regulations such as Anti-Money Laundering (AML), Know Your Customer (KYC), and GDPR
* Support the preparation of reports and documentation for compliance checks or audits
Data Entry and Reporting:
* Accurately input financial data into systems and generate reports for internal use or external stakeholders - including calculating transactions with clients
Typing up bills and invoices:
* Assist in reconciling financial records and identifying discrepancies
Team Collaboration:
* Work closely with the Principal Solicitor and other team members to deliver seamless client service
* Attend team meetings and training sessions to stay informed of company updates and industry developments
Learning and Development:
* Actively engage in training to complete the Level 3 Financial Services Administrator qualification
* Shadow experienced team members to gain a deeper understanding of financial products, services, and processes
Where you’ll work
ROYAL QUAYS BUSINESS CENTRE
COBLE DENE
NORTH SHIELDS
NE29 6DE
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
SKILLS NORTH EAST LIMITED
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
* Financial Services Administrator Level 3 Apprenticeship Standard
* You will attend our Training Provider, Skills North East Centre, one day per week
Requirements
Essential qualifications
GCSE in:
* English (grade Grade 4 or higher)
* Mathematics (grade Grade 4 or higher)
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
* Problem solving skills
* Presentation skills
* Administrative skills
* Number skills
* Analytical skills
* Logical
* Team working
* Creative
* Initiative
* Non judgemental
* Patience