Financial Services Administrator Apprentice - Haywards Heath, United Kingdom - Skills Edge Training

Skills Edge Training
Skills Edge Training
Verified Company
Haywards Heath, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
We are looking for a motivated individual to join our team.

In this role, you will provide support to the wealth management team, whilst studying for the Financial Services Administrator Level 3 qualification.

You will be required to communicate with clients, providers, and other third parties, and complete a variety of competency and training tasks.


To be successful in this role, you must demonstrate an aptitude for the job, enthusiasm, commitment, and the ability to work as part of a team.

This is an excellent opportunity to gain experience in the day-to-day running of a wealth management firm. If you are interested in this position, please submit your CV and cover letter for consideration.

  • Administrative support to senior staff.
  • Logging and scanning correspondence.
  • Updating and maintaining client databases and systems.
  • Preparing letters, reports, quotations, and other paperwork.
  • Preparing meeting packs.
  • Liaising with external organisations and insurance companies.
  • Maintenance of office and compliance filing systems. Electronic and paper.
  • Working with and adhering to company and FCA policies and procedures including maintaining an understanding of FCA regulations and guidelines.
  • Task management and accurate recording of time.
  • Carry out any other duties requested by managers to assist with general office duties and to develop the apprentice to their full potential.
  • Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and Ethics
  • Develop the knowledge, skills and behaviours of successful Financial Services Administrators
  • Free CII membership for nonmembers through the CII Aspire Apprenticeship Programme
  • Includes the CII CF1 study book and exam entry
  • CII and EPA resits are to be covered by the employer
  • Fortnightly workshops for the CF1 exam from our CII approved trainer
  • All workshops recorded and available ondemand
  • Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
  • Exam tips, tricks, and strategies
  • Additional resources through RM Advance
  • Regular tutorials and assessments from an experienced financial services professional
  • R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge.

Qualifications

  • GCSE or equivalent 5 Subjects including Maths and English (Grade 4/C or above) essential
  • A Level or equivalent Any (Grade C or above) desirable

What is the expected career progression after this apprenticeship?
On successful completion of the course and probation period the Apprentices will become full-time team member. There will be opportunities for future career development with us.


Job Types:
Full-time, Apprenticeship


Salary:
£16,000.00 per year


Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Haywards Heath, RH16 4QQ: reliably commute or plan to relocate before starting work (required)

Application question(s):

  • How would you travel to and from the workplace?

Work Location:
One location


Reference ID:

VAC
Expected start date: 03/04/2023
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