Apprentice Financial Services Administrator

3 weeks ago

Birmingham, United Kingdom Skills Edge Training Full time

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 - £7,800 37.5 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.
- Back-office 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 R01 - Financial Services Regulations & 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 or R01 study book and exam entry
- Fortnightly workshops for CII exams from our CII approved trainer
- All workshops recorded and available on-demand
- 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:

- Monday to Friday

Application question(s):

- How would you travel to and from the workplace?

**Education**:

- GCSE or equivalent (required)

Work Location: In person

Reference ID: VAC1000166875
Expected start date: 07/08/2023

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