Job Description

We are seeking an enthusiastic and hardworking person who is keen to join our team as a Financial Administrator apprentice. The Financial Administrator plays a crucial role in managing and organising data to support a team of Independent Financial Advisers. As such, the role requires someone who is willing to learn various aspects of Financial Administration, has excellent attention to detail and works well as part of a team. Additionally, you will require good interpersonal and communication skills in order to deal with colleagues and clients. The main responsibilities of the role are: Client contact (both face to face and via phone) Preparing reports Providing excellent customer service Efficiently handling administrative tasks Additionally, the role will involve processing data accurately and efficiently and collaborating with other departments to ensure efficiency and compliance. You will also be given training as required according to the requirements of your role. The training you will be getting Level 3 Financial Services Administrator apprenticeship standard The Financial Services Administrator apprenticeship is ideal for individuals 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, mortgage adviser 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 to expect at the end of your apprenticeship This apprenticeship offers a route for a career in the financial sector. A permanent position will be available upon completion of the apprenticeship dependant on performance We have a clear progression path for the right candidate

Required Skills & Qualification

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Administrative skills, Number skills, Analytical skills, Logical, Team working, Creative, Initiative, Non judgemental, Patience, Enthusiastic, Punctual

GCSE or equivalent 5 passes in total (including English & maths) (Grade 4/C or above) Essential

Apprenticeship Standard

Financial services administrator Level 3 (A level)

Employer

Invest Southwest

12 HAMMET STREET TAUNTON TA1 1RZ

Provider

SIMPLY ACADEMY LTD