Financial Services Administrator Apprentice

3 months ago


Leeds, United Kingdom Skills Edge Training Full time

**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 back-office 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 non-members 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 on-demand
- 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
- Self-motivated
- 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: VAC1000241006



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