Overview:
We are looking for a bright, naturally curious individual to join our friendly team of administrators to help with the day-to-day running of a busy practice of Financial Advisers.
Annual Salary:
£14,000 per annum / £269 per week / £7.69 per hour.
Annual salary reviews in January
Free parking
20 days holiday + Bank Holidays for first 3 years rising to 25 days
Working hours:
Monday to Friday 09:00 – 17:00, 60 minutes lunch. Total hours per week: 35 hours a week
Apprenticeship Standard:
Financial Services Administrator Level 3
Apprenticeship Duration:
17 Months
Full Description:
- Answer and direct phone calls providing polite & professional communication
- Greet & assist visitors to the office
- Dealing with incoming & outgoing post
- Action email requests from Advisers & Clients
- General office duties e.g. filing & photocopying
- Book meeting rooms, hotels, taxis etc.
- Conduct accurate data entry
With further training, the apprentice’s role will also expand to include:
- Client valuations
- Client investment/pension withdrawals
- Assist in the preparation of regular annual review letters & reports
- Preparation of documents to accompany adviser’s recommendations i.e. illustrations, application forms & comprehensive suitability reports
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 and English (Grade 4/C or above) essential
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Administrative skills
- Team working
- Work well under pressure
- Conscientious
- Hard Working
Career Progression:
Progress to Paraplanner Apprenticeship available once Financial Administrator Apprenticeship successfully completed. Alternatively, full study support package available for candidates to continue studying with a long-term (3 to 5 years) option to move into Paraplanning and/or advising (either mortgage or full advice).