Finance Administrator Apprentice

Getting In Limited; Borehamwood; On-site; GBP 20,000 - 30,000; Full time

Job summary

An established industry player is on the lookout for a proactive Finance Administrator Apprentice to join their dynamic team. This role involves coordinating schedules, managing appointments, and providing essential administrative support. The ideal candidate will possess excellent organizational and communication skills, with proficiency in Microsoft Office Suite. This apprenticeship offers a unique opportunity to gain valuable experience in the finance sector while receiving comprehensive training. Join a fast-paced environment that values professionalism and confidentiality, and take the first step towards a rewarding career in finance!

Benefits

Free CII membership

Fortnightly workshops

On-demand workshop recordings

Interactive chat support

Regular tutorials and assessments

Qualifications

• A level student preferred with strong Maths and English qualifications.
• Experience in finance/corporate sector is beneficial but not essential.

Responsibilities

• Manage daily schedules and appointments of financial advisers.
• Act as the first point of contact for internal and external communication.

Skills

Organisational skills

Communication skills

Microsoft Office Suite

Problem-solving skills

Confidentiality

Time management

Education

A levels

Tools

CRM software

Job description

What do you want to search? Keyword Apprenticeship Type Location

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

Apply Now