Financial Services Level 3 Apprenticeship

Skern Training; Aycliffe Village; On-site; GBP 24,000 - 27,000; Full time

Job summary

The Protection Parent, an award-winning independent insurance broker, is launching a Level 3 Financial Services Adviser apprenticeship in Newton Aycliffe, Durham. You will learn through weekly online training and on-the-job guidance while supporting office operations.

Responsibilities include handling emails and calls, preparing client letters, using insurance portals, CRM systems, and providing excellent service to clients and colleagues; no prior industry experience required, just a positive

Qualifications

• Strong English and Maths qualifications.
• Attention to detail and a professional approach.
• Desire to build a long-term career in financial services.
• Be a team player and know when to ask for help.

Responsibilities

• Managing incoming emails and telephone enquiries.
• Preparing and collating letters and client communications.
• Providing excellent service to clients and colleagues.
• Using insurance portals and calling providers with a professional telephone manner.
• Handling regulated documentation and data processing.
• Using internal CRM and tracking systems with attention to detail.

Skills

Analytical skills

Strong English

Strong Maths

Job description

The Protection Parent is an award-winning independent insurance broker dedicated to helping individuals and families across the UK find the right protection for their needs. By working with a wide panel of leading providers, we offer access to a broad range of policies and handle the research, comparison, and application process on our clients’ behalf.

Kickstart your career in the financial services industry with a leading national insurance broker! We help people insure themselves and their families with products such as life insurance, critical illness and income protection and many others.

We work with global insurance providers such as Aviva, Vitality, Legal & General and many more. We are looking for a motivated and professional apprentice to join our team and build a solid foundation in the sector while earning and learning.

As a Financial Services Apprentice, you’ll play a key role in supporting our office operations. Your day-to-day tasks will include:

• Managing incoming emails and telephone enquiries
• Preparing and collating letters and client communications
• Providing excellent service to clients and colleagues
• Using Insurance portals and calling providers, a professional telephone manner is a must
• Handling regulated documentation and data processing
• Using internal CRM and tracking systems and having attention to detail to aid efficiency.

The team is small, but it is a fast paced environment and a great atmosphere

Full training is provided, so no prior industry experience is required. What matters most is your positive attitude, willingness to learn, and confidence in speaking to the public.

Entry requirements

You should have:

• Strong English and Maths qualifications
• Attention to detail and a professional approach
• A desire to build a long-term career in financial services
• Be a team player and know when to ask for help (never struggle alone!)

Skills required

• Analytical skills

Training to be provided

You’ll be enrolled on the Level 3 Financial Services Adviser apprenticeship, giving you the skills, knowledge, and recognition to progress within this career pathway and the industry as a whole.

Apprenticeship training is delivered weekly online by our experienced tutors, who bring years of specialist insight from the financial services sector. Each week includes:

Apprenticeship training is delivered weekly online by our experienced tutors, who bring years of specialist insight from the financial services sector. Each week includes:

• 3 hours of live online training
• 3 hours of self-directed learning and tasks

All training activity is logged in your e-portfolio and contributes to your off-the-job requirements

You will also receive on the job training from the current team and guided in how to progress within your role and become a valued member of the team

Additionally, you’ll complete workplace learning activities such as research, job shadowing, and industry tasks. Your tutor will also visit the workplace every four weeks for support and progress reviews.

Learners may progress into permanent employment upon completion of the qualification

Location

The Protection Parent
Unit 8/9, Parsons Court, Welbury Way,
Newton Aycliffe,
Durham,United Kingdom.
DL5 6ZE

At a Glance

Salary:
£24784.5 per year

Working week:
Monday-Friday, 9am-5pm

Duration:
12 Months

Apprenticeship standard:
Financial services administrator (Level 3)