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Finance Administrator Apprentice
, Apply From: 08/05/2025
Learning Provider
Delivered by SKILLS EDGE TRAINING LTD
Employer
Hansa Wealth Management
Vacancy Description
* Manage and coordinate the daily schedules and appointments of our financial advisers.
* Schedule meetings, and events.
* Ensure all appointments and commitments are met and prepare the necessary documentation for meetings.
* Act as the first point of contact for internal and external communication related to diary management, and our professional connections.
* Maintain confidentiality and handle sensitive information with discretion.
* Provide general administrative support as needed.
Skills Required:
* Excellent organisational and time management skills.
* Strong communication skills, both written and verbal, with a high level of experience talking directly to clients.
* Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and CRM software.
* Ability to multitask and prioritise workload in a fast-paced environment.
* Strong problem-solving skills and attention to detail.
* High level of professionalism and confidentiality.
Qualifications:
* A level student would be preferred with strong Maths and English qualification
* Experience of working in the finance/corporate sector will help although not essential
* Level of customer service, and telephone skills, with experience liaising directly with clients will also help
Personal Qualities:
* Positive attitude to work and great working ethics in terms of time keeping, going that extra mile and eager to learn and grow.
* Self-motivated and enthusiastic, being able to work on individual basis as well as within the team.
Key Details
Vacancy Title
Finance Administrator Apprentice
Employer Description
Hansa Wealth Management is a dynamic and fast-pacedorganisation dedicated to ensuring client service excellence and dealing with day-to-day tasks to the highest standard. We are currently seeking a highly organised and proactive Finance Administrator to join our team.
Vacancy Location
Catalyst House 720 Centennial Court, Centennial Avenue, Elstree Herts WD6 3SY
Wage Frequency
Custom
Number of Vacancies
1
Vacancy Reference Number
1000319021
Key Dates
Apply From
08/05/2025
Closing Date For Applications
2025-05-20 23:59:59
Interview Begin From
Possible Start Date
2025-05-26 00:00:00
Training
Training to be Provided
* 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 notebooks 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.
Learning Provider
SKILLS EDGE TRAINING LTD
Skills Required
Communication skillsIT skillsOrganisation skillsProblem solving skillsProfessionalismAbility to multi-taskConfidentiality
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