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Financial Services Administrator Apprentice
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Role Overview
A motivated and reliable individual is required for a challenging role that demands the ability to work independently while also collaborating effectively with the wider team when needed.
Work Details
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What You'll Do at Work
- Submitting applications online to mortgage lenders and protection providers
- Liaising with clients, lenders, providers, and solicitors to ensure the smooth completion of mortgage and protection
- Answering the telephone and taking messages for the office
- Confidently dealing with people face to face
- Updating the back-office system
- Ability to work to deadlines
- Any other duties requested by Management
Work Location
Suite 3, Carlton Chambers
5 Station Road, Shortlands
Bromley
BR2 0EY
Training Details
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training Provider
SKILLS EDGE TRAINING LTD
Training Course
Financial services administrator (level 3)
Course Contents
- Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
- Deliver customer service to internal and/or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
- Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
- Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
- Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
- Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
- Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
- Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
- Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
- Use available tools and techniques to research, collate, analyse, and present data relevant to their role and audience.
- Plan, organise, and prioritise own tasks, managing time and resources effectively.
- Identify opportunities for continuous improvement and recommend solutions to improve processes.
- Apply current and developing sustainable principles and techniques relative to role.
- Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
- Work in line with organisational equity, diversity, and inclusion policies.
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Training Schedule
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Training is completed online based at the employer's address.
More Training Information
Financial Services Administrator Level 3 Apprenticeship Standard:
- Develop the knowledge, skills and behaviours of successful Financial Services Administrators
- All workshops recorded and available on demand
- Interactive chat, forums, and class notebooks for real-time support and assistance from experienced financial services professionals
- Exam tips, tricks, and strategies
- Regular tutorials and assessments from an experienced financial services professional
Essential Qualifications
- GCSE in:
- English (grade Grade 4(C))
- Maths (grade Grade 4(C))
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Communication skills
- IT skills
- Attention to detail
- Customer care skills
- Administrative skills
- Number skills
- Analytical skills
- Logical
- Team working
- Initiative
Other Requirements
- DBS check required.
- The business is looking for a local candidate within a 3-mile radius.
Company Information
An established Independent Financial Advice Company which delivers a traditional service in a modern manner
http://www.addwealth.co.uk/
Your earnings can increase over time with an apprenticeship. Find out about potential future pay here.
Possible progression into Mortgage, Paraplanning, or Financial Advice roles.
Contact Information
The contact for this apprenticeship is: SKILLS EDGE TRAINING LTD
The reference code for this apprenticeship is VAC2000048112.
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