Job Description

The ideal candidate should be confident, self-motivated and be able to work effectively by themselves as well as being part of a team. An excellent attention to detail is a must. They must be able to organise their own work and prioritise their own diary once work has been allocated to them. The candidate should have at least three years™ experience within a Financial Services Administration role with a wide product knowledge. This is a busy department where the element to multi task is desirable. Day to day duties would involve: - Assisting in the preparation of annual reviews Completion of files to meet Integrity365 compliance standards Liaising with providers and clients by telephone/correspondence in relation to new and existing business including Pensions, Investments, Life Cover & Employee Benefits Assisting in the preparation of simple suitability reports Processing and submission of new business (online and postal applications) and monitoring applications Input of adviser fees/commission onto IO and the raising of invoices Chasing of adviser fees from provider, where required. Processing amendments to existing plans e.g. fund switches Updating and maintaining client information through Intelliflo Personal Diary management in Outlook and Intelliflo General administration duties which will include filing electronic documents, binding, scanning etc. The training you will be getting Upon successful completion of the apprenticeship, apprentices will achieve the Financial Services Administrator Level 3 Apprenticeship Standard: 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 e-book and exam entry CII and EPA resits are to be covered by the employer Fortnightly workshops for the CF1 exam delivered by our team of professional qualification tutors All workshops recorded and available on-demandInteractive 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 R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Edge Trainer What to expect at the end of your apprenticeship Full support for professional development

Required Skills & Qualification

Communication skills, IT skills, Attention to detail, Administrative skills, Number skills, Analytical skills, Team working

GCSE or equivalent English (Grade Grade 4(C)) EssentialGCSE or equivalent Maths (Grade Grade 4(C)) Essential

Apprenticeship Standard

Financial services administrator Level 3 (A level)

Employer

INTEGRITY 365 LIMITED

Aveling Office, Lower Ledge Farm Doynton Lane, Dyrham Chippenham SN14 8EY

Provider

SKILLS EDGE TRAINING LTD