Financial Services Administrator

14 hours ago

Nottingham, United Kingdom Red IFA Full time

**Key Duties and Responsibilities**:

- Binding, scanning, printing and filing duties, as required
- Basic letters and correspondence
- Data entry of back office system (Full training to be given)
- Maintaining and updating client records
- Attending internal/external training courses and events where required
- E-filing and saving documents onto the back office system
- Preparatory work for client review meetings (full training to be given)

General:

- Answering incoming telephone calls in a professional and polite manner
- Shredding of all confidential information
- Keeping the office area tidy and presentable at all times
- Team working

**What training will the apprentice take and what qualification will the apprentice get at the end?**

Level 3 Financial Services Administrator apprenticeship standard.

The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.

As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. The qualified apprentice will be prepared for advancement to positions including senior administrator, paraplanning and financial adviser roles.

Key Learning Outcomes:

- A broad understanding of the financial services sector
- An understanding of the role of the appropriate regulatory bodies
- The importance of relationship building with clients and colleagues
- Understanding of processes and procedures relevant to the role
- How to develop commercial awareness
- Building skills and capabilities within an organisation

Professional Qualifications:
CF1 - awarded by The Chartered Insurance Institute (CII)

Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas.

To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.

The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role

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

This apprenticeship offers a route for a career in the financial sector. A permanent position will be available upon completion of the apprenticeship dependent on performance.

**How to apply?**

**Salary**: £9,609.60-£11,000.00 per year

**Benefits**:

- Company pension
- Free parking
- On-site parking

Schedule:

- Monday to Friday

Work Location: In person

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