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

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

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Overview:


A perfect opportunity for someone with drive and ambition who would like to start and progress a career in Financial Services whilst at the same working in a friendly office.

Training programme for the CII Financial Services Admin Level 3.


Annual Salary:

£15,000


Working hours:

Mon-Fri 9am to 5pm - 1hr for lunch - Total hours per week: 35 hours a week


Apprenticeship Standard:

Financial Services Administrator Level 3


Apprenticeship Duration:

17 Months


Full Description:


  • You will help in the management of the practice diary and be responsible (after training) for maintaining the ongoing client review process.
  • You will be obtaining and maintaining detailed client information to support the Financial Adviser as well as ensuring supporting documentation and backoffice systems are maintained, and all client files remain compliant.
  • You will be assisting with the preparation of presentations and documentation required for client meetings, following up with a summary letter after each client review meeting.

Training Provided:


  • 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.

Skills and Personal Qualities Required:


  • GCSE or equivalent Maths and English (Grade B/6) essential
  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Team working
  • Keen to learn
  • Selfmotivated
  • Hard Working
  • Excel formulas
  • Grammar and punctuation skills
  • Enthusiastic

Career Progression:


Things to Consider:


  • 25 days holiday plus an extra day holiday on birthday.
  • Continued in house training and extensive exam support.
  • Career progression matched with salary increments.

Job Types:
Full-time, Apprenticeship


Salary:
£15,000.00 per year


Benefits:


  • Company pension
  • Free parking
  • Private medical insurance

Schedule:

  • Monday to Friday

Application question(s):

  • How would you travel to and from the workplace?

Work Location:
In person


Reference ID:

VAC
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