What do you want to search? Keyword Apprenticeship Type Location
Financial Services Administrator Apprentice
, Apply From: 23/06/2025
Learning Provider
Delivered by SIMPLY ACADEMY LTD
Employer
GP3 FINANCIAL SOLUTIONS LTD
Vacancy Description
The initial role will consist of various administrative tasks required to support the business and aiding with the review process of existing clients' investments. The types of tasks that will be expected to be completed are:
* Organising and maintaining clients’ electronic folders
* Completing forms and basic requests sent to investment/product providers
* Preparing letters/e-mails to clients and investment/product providers
* Answering the telephone
* Carrying out ad-hoc requests as and when required
* Organising and scanning of old paper files
* Preparing annual review packs for clients and producing annual suitability letters
* Administering the submission of applications to investment/product providers
* Completing ad-hoc research, providing administrative support and undertaking data processing to assist Financial Advisers, Office Manager & Compliance Officer
Key Details
Vacancy Title
Financial Services Administrator Apprentice
Employer Description
We are an established firm of Independent Financial Advisers. We havebeen trading for over 20-years and our support teams aides our 6 advisersin servicing our on-going clients needs, covering a wide range of areassuch as: pensions, investments, Wills & estate planning, Inheritance Taxplanning
Vacancy Location
50 ROSEMEAD DRIVE OADBY LE2 5SF
Wage Frequency
Custom
Number of Vacancies
1
Vacancy Reference Number
1000326957
Key Dates
Apply From
23/06/2025
Closing Date For Applications
2025-07-25 23:59:59
Interview Begin From
Possible Start Date
2025-08-01 00:00:00
Training
Training to be Provided
Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry-level role in the financial sector.
As an entry-level role, this apprenticeship provides the foundation of knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
* A broad understanding of the financial services sector
* An understanding of the role of the appropriate regulatory bodies
* The importance of relationship building with clients and colleagues
* Understanding of processes and procedures relevant to the role
* How to develop commercial awareness
* Building skills and capabilities within an organisation
Professional Qualifications:
* CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas.
To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.
Learning Provider
SIMPLY ACADEMY LTD
Skills Required
Communication skillsIT skillsAttention to detailAdministrative skillsNumber skillsTeam workingInitiative
Apply Now #J-18808-Ljbffr