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

Skills Edge Training

Verified Company

Birmingham, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

An excellent opportunity to work within a successful company who will support your training and development within financial services.

You will support our client services team and carry out general office duties, with plenty of progression to add to your skillset and take on more responsibilities as you gain experience in your role.

Annual wage
£7,800

£6 per hour which works out to: 25 hour working week salary - £7, hour working week salary - £11,700

Working week

TBC - Our office hours are typically Mon-Thu 9am-5pm and Fri 9am-4pm and the wage will be pro-rata increasing from 25 hours per week to 37.5 hours.

Total hours per week: 25 hours a week

What will the apprentice be doing?

You will need a good knowledge and experience of using Microsoft Office (Outlook, Word, Excel) and a confident telephone manner.

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 Outlook, Word and Excel, and are confident enough with clear communication skills in using the telephone.

Example duties and responsibilities include:

Dealing with post; scanning and actioning anything as needed.
Answering and distributing telephone calls.
Posting out information requests.
Liaising with product providers telephoning to chase up outstanding information or client policy enquiries.
Preparing review packs.
Preparing analysis sheets.
Preparing weekly client updates.
Analytics research updates.
Backoffice maintenance; updating data, syncing information, uploading files, and scheduling tasks.

What training will the apprentice take and what qualification will the apprentice get at the end?
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

Things to consider

Desired skills and personal qualities

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills
Administrative skills
Logical
Team working
Initiative

Qualifications

GCSE or equivalent 5 Subjects including Maths and English (Grade 4/C or above) essential

What is the expected career progression after this apprenticeship?
Should you be successful in the role, you will be provided with plenty of career progression.

We can provide further training and support you through a range of apprenticeships, from administration into more technical roles whilst you gain qualifications and experience.

Job Types:
Full-time, Part-time, Apprenticeship

Part-time hours: 25 per week

Salary:
£7,800.00-£11,700.00 per year

Schedule: