Apprentice Financial Services Administrator

Getting In Limited; Stockton-on-Tees; On-site; GBP 10,000 - 40,000; Full time

Job summary

An established industry player is seeking a dedicated Apprentice Financial Services Administrator to support experienced financial advisers. This entry-level role offers an excellent opportunity to gain foundational knowledge and skills in the financial services sector. You will manage administrative tasks, ensuring compliance with regulatory standards while providing quality independent financial advice. This dynamic position is ideal for individuals looking to build a career in finance, with a commitment to client satisfaction and excellence. Join a team that values your growth and development in a supportive environment!

Qualifications

• Strong communication and administrative skills are essential.
• Attention to detail and organization are critical for compliance tasks.

Responsibilities

• Support financial advisers and manage client account documentation.
• Ensure compliance with regulatory standards in all processes.

Skills

Communication skills

IT skills

Attention to detail

Organisation skills

Customer care skills

Administrative skills

Team working

Initiative

Good Microsoft Office Skills

Interest in the sector

Education

Level 3 Financial Services Administrator Apprenticeship Standard

Job description

Apply to: Apprentice Financial Services Administrator

Apply From: 25/01/2025

Learning Provider

Delivered by SIMPLY ACADEMY LTD

Employer

INVESTACC WEALTH MANAGEMENT LIMITED

Vacancy Description

• Supporting our experienced financial advisers based at our Stockton office and ensuring the smooth operation of our services.
• Assist in providing quality independent financial advice.
• Manage administrative tasks related to client accounts, documentation, and compliance, ensuring all processes adhere to regulatory standards.

Employer Description

Vesta Wealth Limited is part of the InvestAcc Group, trading since 1992. We are a leading financial services firm with an office in Stockton-On-Tees, dedicated to providing comprehensive and tailored independent financial advice and solutions to our diverse client base. Our commitment to excellence and client satisfaction drives our success, and we are looking for a dedicated Apprentice Financial Services Administrator to join our dynamic team based in our Stockton office.

Vacancy Location

Dakota House 25 Falcon Court, Preston Farm Industrial Estate TS18 3TX

Wage Frequency

Custom

Number of Vacancies

1

Vacancy Reference Number

1000297735

Key Dates

Apply From: 25/01/2025

Closing Date For Applications: 2025-02-19 23:59:59

Interview Begin From:

Possible Start Date: 2025-03-01 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 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 (one of):

• 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.

Skills Required

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Administrative skills, Team working, Initiative, Good Microsoft Office Skills, Interest in the sector.