Apprentice Financial Services Administrator

4 weeks ago

Falmouth, United Kingdom Skills Edge Training Full time

Duties will include:

- Provide administrative support to the administration team
- Provide general administrative and back-office support for the organisation
- Manage and record relevant data on our CRM system to ensure they are kept clean and up to date
- Deal with incoming phone calls and enquiries
- Provide a positive service to stakeholders both external and internal, refer enquiries as appropriate
- Support the business with general activities and admin support tasks
- Data input and database management
- Assist with photocopying, scanning, shredding, faxing, document printing, binding & cutting
- Form filling
- Project management
- Research
- Placing trades
- Helping the team on any other tasks as requested

You will be expected to manage your own workload so, an organised person with good attention to detail would do well. This role will allow you to develop and grow with excellent support from our team.

As well as on the job training, you will complete a Financial Services Administrator Level 3 apprenticeship standard. This will include working towards R01 via the CII.

This will include:

- Financial Services Administrator Level 3 Apprenticeship standard
- CII 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 R01 study book and exam entry
- Fortnightly workshops for the R01 exam 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
- Functional skills if needed

**What is the expected career progression after this apprenticeship?**

We encourage all team members to learn and study and welcome progression into other roles within the team. This may be a more senior member of the administrative team, a paraplanner, investment analyst or financial planner. This of course depends upon the applicant’s desire to progress and develop, together with the capacity within the business to offer additional roles.

**Things to consider**

The company is based in between Penryn and Falmouth so research travel to check you can get to and attend work each day. If you drive, parking is provided at our offices. Financial services can be cyclical in nature with workloads being higher at certain times throughout the year. We need someone to be happy to commit to the work required when it is highest and be proactive to find work when we are quieter.

**Job Types**: Full-time, Apprenticeship

**Salary**: £15,600.00 per year

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Falmouth: reliably commute or plan to relocate before starting work (required)

Application question(s):

- How would you travel to and from the workplace?

Work Location: One location

Reference ID: VAC1000121659
Expected start date: 03/04/2023

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