Financial Service Administrator Apprentice - Worthing, United Kingdom - Skills Edge Training

Skills Edge Training
Skills Edge Training
Verified Company
Worthing, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

What will the apprentice be doing?
The successful applicant will be joining our existing admin team to work alongside them as follows:

  • Working as part of a professional team alongside the advisers and paraplanners to provide clients with a professional on-going Financial Planning experience
  • Dealing with providers and clients to obtain relevant policy information and documentation
  • General day to day servicing and upkeep of client's existing business
  • Dealing with clients and insurers on behalf of the advisers
  • Producing accurate valuations and letters for clients
  • Efficient and accurate diary management monitoring, updating and chasing regularly
  • Complying at all times with Compliance, Training & Competence, Complaints, Data Protection and office procedures
  • Opening, sorting and distributing post and collection of post at the end of the day
  • Answering the telephone, dealing with calls appropriately either by themself or directing the call to the appropriate member of staff or by taking accurate and detailed messages
  • Scanning

What training will the apprentice take and what qualification will the apprentice get at the end?
Financial Service Administrator Level - Fully and part funded learning and development programme that includes the CF- 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.

Desired skills and personal qualities

  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Administrative skills
  • Team working
  • Written and Spoken English
  • Independent Working
  • Keen to learn

Things to consider

Qualifications

  • GCSE or equivalent Maths and English (Grade 5/C or above) essential
  • GCSE or equivalent ICT (Grade 5/C or above) desirable

What is the expected career progression after this apprenticeship?
We would be looking to offer a permanent role based on the skills learnt over the apprenticeship. There will also be the opportunity to gain professional financial services qualifications.


Job Types:
Full-time, Apprenticeship


Salary:
£16,000.00 per year


Schedule:

  • Monday to Friday

Application question(s):

  • How would you travel to and from the workplace?

Experience:


  • Phone etiquette: 1 year (preferred)

Work Location:
One location


Reference ID:

VAC
Expected start date: 05/06/2023
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