Apprentice Wealth Management Administrator - Saffron Walden, United Kingdom - Skills Edge Training

Skills Edge Training

Verified Company

Saffron Walden, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

What will the apprentice be doing?

All aspects of new business from gathering forms to processing transfers through to fruition
Arranging client withdrawals / dealing instructions
Gathering client information as and when required
Meeting packs for all advisers
Client valuations / illustrations
Meet and greet clients
Answering the phones as first point of client contact
Answering client queries
Back office database entry and maintenance
General office duties such as scanning, post in and out, tidying meeting rooms, making client drinks

What training will the apprentice take and what qualification will the apprentice get at the end?
Financial Services Administator Level - 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 Maths and English (Grade 4/C or above) essential

What is the expected career progression after this apprenticeship?
Support with all CII exams to aid progression.

Looking to progress within either the administrative sector or adviser sector.

Things to consider

Staff benefits including:

Staff Pension
Life cover (death in service)
25 days annual leave, plus bank holidays
Private Medical Insurance
Staff parking at Swan Meadow
Discretionary bonus paid yearly Staff benefits are awarded upon successful completion of your probation period which will be 6 months.