Summary
Are you looking for a customer focused role? Are you a people person looking to develop a career in the Finance Industry, then look no further. We are looking to recruit an apprentice administrator to support the Practice to ensure that our relationships with clients can be optimised and assist with daily operation of the office.
Annual wage
£12,480 to £22,308 a year
The salary would depend on the candidate age and experience so could be £12,480 to £22,308.
Training course
Financial services administrator (level 3)
Hours
The hours are from 9.00am - 5.00pm Monday - Thursday and then on a Friday, the working hours are 9.00am - 4.00pm.
37 hours 30 minutes a week
Possible start date
Monday 17 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
This role includes supporting the Practice to ensure that our relationships with clients can be optimised and assist with daily operation of the office. The responsibilities in the role are to:
* Provide administrative support to the Practice
* Ensure that files are complete with all required client identification documentation and necessary application forms
* Learning the pre-meeting preparation and post-meeting follow-up requirements, including accurately updating client files on Salesforce CRM
* Process applications accurately and record the required management information
* Progress applications with product providers, advisers, clients, and other third parties to ensure that each case is completed in a timely manner
* Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
* Meeting and greeting clients and visitors to the Practice
* Liaison with SJP Admin Centres, providing information required to complete transactions within specific
Where you’ll work
THE OLD CALF PEN
PARK FARM
EAST 6 STREET
HAMBLETON
PO7 4SB
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
SKILLCERT 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
The training will take place in the workplace and will consist of the following:
* You will be assigned a number of workplace mentors at De Mellow and Co to support your journey on programme
* You will also receive expert support from our industry specialist tutor
More training information
This apprenticeship will allow you to grow, develop and build on your current skills. It will also allow you to better you career opportunities in the finance industry.
* You will receive support towards passing your RO1 exam which will in turn support your development at De Mellow
* You will also receive a monthly visit from the industry expert who will structure your learning, revision and off the job training
Requirements
Essential qualifications
GCSE in:
* English (grade 4-9)
* Maths (grade 4-9)
Desirable qualifications
GCSE in:
* Business Studies (grade 4-9)
* ICT (grade 4-9)
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
* Physical fitness