Apprentice Financial Services Administrator - Birmingham, United Kingdom - Skills Edge Training

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

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
The role will include a range of office administrative duties as needed to support our Client Services team.

Full training will be provided to develop your skills and knowledge, but it is essential you are confident in using of Microsoft Word and Excel.


Example duties and responsibilities include:

  • Collecting post, scanning and saving documents.
  • Answering and distributing telephone calls.
  • Posting out information requests.
  • Liaising with product providers telephoning to chase up outstanding information or client policy enquiries.
  • Analytics research updates.
  • Back office maintenance; updating data, syncing information, uploading files and scheduling tasks.
As well as on the job training, you will complete a Financial Services Administrator Level 3 apprenticeship standard. This will include working towards CF1 or R01 via the CII.


This will include:

  • Financial Services Administrator Level 3 Apprenticeship Standard
  • CII CF1 or R0
  • Financial Services Regulations & 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 or R01 study book and exam entry
  • Fortnightly workshops for CII exams from our CII approved trainer
  • All workshops recorded and available ondemand
  • Interactive chat, forums and class notebooks 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

What is the expected career progression after this apprenticeship?


Should you be successful in the role there will be opportunities to progress into IFA Administration with further training available through a range of apprenticeships.

Future development will be based on your skills and interests and could include:


  • PA
  • Marketing
  • Paraplanning
  • Financial Advice/Planning

Job Types:
Part-time, Apprenticeship

Part-time hours: 16 per week


Salary:
£5,824.00 per year


Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Birmingham, B31 2TS: 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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