Administration Assistant Apprentice

As part of the Customer Support Team, the Apprentice Financial Services role assists the servicing of clients by preparing research reports and producing associated documentation for the delivery of advice by our financial advisers.

Annual Salary: 
£16,000 – Depending on age and experience

Working hours: 
Monday – Friday, 9am to 5pm with 1 hour lunch break – Total hours per week: 35 hours a week

Apprenticeship Standard: 
Financial Services Administrator Level 3

Apprenticeship Duration: 
15 Months

Full Description:

The successful candidate will be reporting to the Client Relationship Manager.

He or she will work closely and assist the Client Relationship Manager on a daily basis. Duties will include:

  • Answer incoming calls and handle enquiries in a courteous and professional manner. Taking detailed accurate messages when necessary
  • Arrange meetings with clients and confirm appointments
  • Assist with the preparation of files for client meetings
  • Copying, scanning and filing documents
  • Distributing incoming post together with preparing outgoing post
  • Assist with New Business Processing and Client Review Packs
  • Ability to handle sensitive information with high level of confidentiality and discretion
  • Proficiency in MS Office, in particular Outlook, Excel and Word
  • Excellent attention to detail
  • Ability to post regular articles on social media

Training Provided:

  • 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 book and exam entry
  • CII and EPA resits are to be covered by the employer
  • Fortnightly workshops for the CF1 exam from our CII approved trainer
  • All workshops recorded and available on-demand
  • Interactive chat, forums and class note books 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 Assessment completed by Skills Edge.

Skills and Personal Qualities Required:

  • GCSE or equivalent Maths (Grade 7/A or above) essential
  • GCSE or equivalent English (Grade 6/B or above) essential
  • GCSE or equivalent English (Grade 7/A or above) desirable
  • IT skills
  • Organisation skills
  • Team working
  • Microsoft Office
  • Polite
  • Professional
  • Confidence

Career Progression:

Option to progress to Paraplanner, Technical Consultant or Financial Adviser with the support of MWealth and St James’s Place with the ability to take CII recognised qualifications

Things to Consider:

Potential discretionary annual bonus based on individual and team KPIs

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