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Apply to: Financial Services Administrator - Apprenticeship
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Financial Services Administrator - Apprenticeship
, Apply From: 20/05/2025
Learning Provider
Delivered by SKILLS EDGE TRAINING LTD
Employer
SN FINANCIAL SERVICES LTD
Vacancy Description
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.
Key Details
Vacancy Title
Financial Services Administrator - Apprenticeship
Employer Description
We are whole of market financial advisers who provide personalised guidance delivering advice on pensions, investments, mortgages and protection.
Vacancy Location
5 SALTWAY DROITWICH WR9 8LB
Wage Frequency
Custom
Number of Vacancies
1
Vacancy Reference Number
1000320957
Key Dates
Apply From
20/05/2025
Closing Date For Applications
2025-08-01 23:59:59
Interview Begin From
Possible Start Date
2025-09-01 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 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.
Learning Provider
SKILLS EDGE TRAINING LTD
Skills Required
Communication skillsIT skillsAttention to detailOrganisation skillsCustomer care skills
Apply Now #J-18808-Ljbffr