Financial Services Administrator Apprenticeship

3 weeks ago


Chelmsford, United Kingdom RSA Full time

Let us help you take the next steps to a rewarding career in Financial Services.

We’re looking for those of you who are self-motivated, excited by a challenge and ready to make an impact in our business. As part of our Bright Futures Apprenticeship Experience you will join the Financial Services Administrator programme that will drive you to fulfil your potential as one of our Client Services Assistant in our Client Services Team based in Chelmsford.

We’ll encourage the development of your financial administration skills through your varied day-to-day role which combines written, face to face and telephone communication with the teams, underwriters, brokers and customers you will support.

**Role Requirements**

As careers go, starting out in insurance is amazingly satisfying and by joining our programme you will have the chance to experience it for yourself.

We’ll support you to achieve your Certificate in Insurance (Cert CII) from the Chartered Insurance Institute (CII) as well as giving you access to excellent benefits as part of your career development, including:

- Dedicated Talent Coach & RSA mentor
- Dedicated study time each week
- A comprehensive development plan that includes technical and behavioural skills
- Facilitated Learning & Development workshops plus guest speaker sessions
- Quarterly networking and community events
- Sessions on well-being and emotional fitness
- Annual volunteering opportunities as part of the programme’s giving back pledge

**Responsibilities**

In this Apprenticeship, we'll support you to:

- Process customer renewals and administer policies and premiums
- Prepare written responses to routine enquiries
- Maintain workflow systems
- Process new business
- Keep updated customer records through accurate data entry
- Actively contribute to departmental key performance indicators and service levels, following regulatory controls outlined
- Ensure all Company procedures are followed

**The Individual**

We want your individualism, capability, and ambition to shine through. If you have a zest for learning and a willingness to invest time to become a qualified insurance professional, then that’s a real advantage.

You will need: 5 GCSE's including Maths & English at (Grade C or level 4-9) plus 96 UCAS points from A levels or equivalent.

The best attributes to have for this role are:

- A keen interest in financial services
- Strong and effective analytical skills, with the ability to solve problems
- Positive communication style and flair - confident to engage and build strong relationships with clients and customers
- Well organised with attention to detail
- Proactive and enjoys working as part of a team

If this is the challenge you’ve been waiting for, start your RSA journey here.

**About Us**
A welcoming, diverse, and inclusive culture is an important element for RSA in our best-in-class ambition. RSA thrives when everyone feels comfortable bringing their best self to work. We have a diverse mix of customers, and we want our employee base to reflect that. We celebrate difference, whilst striving to create an environment where colleagues feel respected and valued for their unique potential.

Our Values: Integrity: Be honest, open, and fair. Set high standards. Stand up for what is right.
Respect: Be kind. See diversity as a strength. Be inclusive and collaborate
Customer Driven: Listen to our customers. Make it easy, find solutions. Deliver second-to-none experiences.
Excellence: Act with discipline and drive to outperform. Embrace change, improve every day. Celebrate success yet remain humble.
Generosity: Help others. Protect the environment. Make our communities more resilient.

Job Reference: UK000414



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