Financial Services Administrator Apprentice

Exciting opportunity to begin your career in financial service! You will be required to communicate with clients, providers, and other third parties, and complete a variety of competency and training tasks. To be successful in this role, you must demonstrate an aptitude for the job, enthusiasm, commitment, and the ability to work as part of a team.

Annual Salary: 

Working hours:
Monday – Friday, 9.00am – 5.00pm with 1 hour for lunch. – Total hours per week: 35 hours a week

Apprenticeship Standard: 
Financial Services Administrator Level 3

Apprenticeship Duration: 
15 Months

Full Description:

We are looking for a motivated individual to join our team. In this role, you will provide support to the wealth management team, whilst studying for the Financial Services Administrator Level 3 qualification. This is an excellent opportunity to gain experience in the day-to-day running of a wealth management firm.

  • Administrative support to senior staff
  • Dealing with enquiries by telephone and email
  • Logging and scanning correspondence
  • Updating and maintaining client databases and systems
  • Preparing letters, reports, quotations, and other paperwork
  • Preparing meeting packs
  • Liaising with external organisations and insurance companies
  • Maintenance of office and compliance filing systems. Electronic and paper
  • Working with and adhering to company and FCA policies and procedures including maintaining an understanding of FCA regulations and guidelines
  • Task management and accurate recording of time
  • Carry out any other duties requested by managers to assist with general office duties and to develop the apprentice to their full potential

Training Provided:

  • Employers who recruit candidates without English or maths at Grade C/4 or above must ensure that the candidate achieves this standard prior to the completion of the apprenticeship
  • 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 5 Subjects including Maths and English (Grade 4/C or above) essential
  • A Level or equivalent Any (Grade C or above) desirable
  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Problem solving skills
  • Administrative skills
  • Number skills
  • Analytical skills
  • Initiative
  • Positive
  • Enthusiastic
  • Determined

Career Progression:

  • On successful completion of the course and probation period the apprentices will become full-time team member. There will be opportunities for future career development with us
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