Financial Services Administrator – Apprenticeship

Type: Apprentice
Location: DROITWICH (WR9 8LB)

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you’ll do at work

SN Financial Services Limited are offering an exciting opportunity for a Customer Support Assistant to join the organisation, based at our head office in Droitwich, Worcestershire.

The successful candidate will embark on an apprenticeship programme to acquire the necessary skills and experiences to work in a dynamic, busy financial services organisation.

The candidate will be enrolled on this programme which is specifically designed for the financial sector, offering core skills in financial services.

This opportunity is designed as an entry point in to a long-term career pathway in the financial services industry. We encourage anyone who has an interest in the financial sector, with a commitment to our company to apply.

JOB SUMMARY

Providing comprehensive customer support services and administration to our clients and advisers.

KEY TASKS:

Providing administrative support to all advisers and the wider team.
Providing front-of-house duties – meeting and greeting visitors and providing hospitality.
Preparing meeting rooms as required, including refreshments.
Answering telephone calls and responding to secure messages through our Personal Finance Portal.
Booking client meetings on behalf of the advisers.
Performing office duties including filing and scanning of paperwork, organising incoming and outgoing post.
Preparing client paperwork as directed.
Ensuring client files and associated data is accurate and up to date, using our CRM system, Intelliflo Office (no previous experience necessary).
Using Intelliflo Office to set up new clients, organise and assist with the completion of tasks, and process client activities for the advisers, ensuring all required identification, files and folders are uploaded.
Ensuring the office, meeting rooms and kitchen areas are clear and tidy and stocked appropriately whilst maintaining the clear working space policies.
Any other duties as specified by the directors.

KEY REQUIREMENTS:

Full commitment to the apprenticeship programme.
Full commitment to the “Financial Services, Regulation and Ethics” (RO1) assessment and examination which is a fundamental part of this apprenticeship.
Flexible and adaptable attitude to work.
Confident and able to speak to customers.
Able to be involved with internal discussions and meetings with all team members, face to face or online.
Keeping up to date with regulations, industry changes and product knowledge.

Where you’ll work

5 SALTWAY
DROITWICH
WR9 8LB

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

SKILLS EDGE TRAINING LTD

Your training course

Financial services administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you’ll learn

Course contents

Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

Your training plan

Financial Services Administrator Level 3.
Fully and part funded learning and development programme that includes the CII R01 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 R01 study e-book and exam entry.
CII and EPA resits are to be covered by the employer.
Fortnightly workshops for the R01 exam delivered by our team of professional qualification tutors.
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.

More training information

Before applying all candidates must read the following supporting documentation to understand the requirements of the apprenticeship.
The Financial Services Administrator overview at https://skillsedge.co.uk/financial-services-administrator/
The “Key Product Information” regarding the RO1 assessment and examination at https://www.cii.co.uk/learning/qualifications/unit-financial-services-regulation-ethics-r01

Requirements

Essential qualifications

GCSE or equivalent in:

English (grade Grade 4(C))
Maths (grade Grade 4(C))

Let the company know about other relevant qualifications and industry experience you have. They can
adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills

About this company

We are whole of market financial advisers who provide personalised guidance delivering advice on pensions, investments, mortgages and protection.

https://snfinancial.co.uk/ (opens in new tab)

Company benefits

•Study time included as per the terms of the apprenticeship.
•20 days holiday plus bank holidays.
•Full support of the apprenticeship programme
•Based in Droitwich servicing clients from all areas.

⚠ Disclaimer: This job listing is aggregated from a third-party provider and may have closed earlier than stated. Job listings are automatically updated, but availability may change. For the latest updates, visit the employer’s website or browse similar roles on our platform.

SN FINANCIAL SERVICES LTD

Latest Jobs

Financial Services Administrator – Apprenticeship