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Apply to: Finance Administrator Apprentice
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Finance Administrator Apprentice
Apply From: 28/04/2025
Learning Provider
Delivered by SKILLS EDGE TRAINING LTD
Employer
Hansa Wealth Management
Vacancy Description
* Manage and coordinate the daily schedules and appointments of our financial advisers.
* Schedule meetings and events.
* Ensure all appointments and commitments are met and prepare the necessary documentation for meetings.
* Act as the first point of contact for internal and external communication related to diary management and our professional connections.
* Maintain confidentiality and handle sensitive information with discretion.
* Provide general administrative support as needed.
Skills Required:
* Excellent organisational and time management skills.
* Strong communication skills, both written and verbal, with a high level of experience talking directly to clients.
* Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and CRM software.
* Ability to multitask and prioritise workload in a fast-paced environment.
* Strong problem-solving skills and attention to detail.
* High level of professionalism and confidentiality.
Qualifications:
* An A-level student with strong Maths and English qualifications is preferred.
* Experience in the finance/corporate sector is advantageous but not essential.
* Customer service and telephone skills, with experience liaising directly with clients, are beneficial.
Personal Qualities:
* Positive attitude and strong work ethic, including punctuality, going the extra mile, and eagerness to learn and grow.
* Self-motivated and enthusiastic, capable of working independently and within a team.
Key Details
Vacancy Title
Finance Administrator Apprentice
Employer Description
Hansa Wealth Management is a dynamic and fast-paced organisation dedicated to client service excellence. We are seeking a highly organized and proactive Finance Administrator to join our team.
Vacancy Location
Catalyst House 720 Centennial Court, Centennial Avenue, Elstree Herts WD6 3SY
Wage Frequency
Negotiable
Number of Vacancies
1
Vacancy Reference Number
1000317084
Key Dates
* Apply From: 28/04/2025
* Closing Date for Applications: 2025-05-09 23:59:59
* Possible Start Date: 2025-05-19
Training
* Financial Services Administrator Level 3.
* Fully and part-funded learning and development programme, including CII R01 Financial Services Regulation and Ethics.
* Develop knowledge, skills, and behaviours of successful Financial Services Administrators.
* Free CII membership for non-members via the CII Aspire Apprenticeship Programme.
* CII R01 study e-book and exam entry included.
* Employer covers CII and EPA resits.
* Fortnightly workshops for the R01 exam delivered by professional qualification tutors.
* Workshops recorded and available on-demand.
* Interactive chat, forums, and class notebooks for support from experienced professionals.
* Exam tips, tricks, and strategies.
* Additional resources through RM Advance.
* Regular tutorials and assessments from experienced financial services professionals.
Learning Provider
SKILLS EDGE TRAINING LTD
Skills Required
Communication skills, IT skills, Organisation skills, Problem solving skills, Professionalism, Ability to multi-task, Confidentiality
Apply Now
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