FINANCIAL SERVICES APPRENTICE

ABOUT THE APPRENTICESHIP

The job role would involve confirming appointments, diary management, sending out documents to clients, scanning, inputting client data onto a CRM, setting up client mortgage files, preparing buildings and contents quotes, regular social media posts, taking phone calls and enquiries, speaking to banks building societies and solicitors and updating clients as to the progress of their mortgage.

The role would include social medial posts, emailing clients and inputting sensitive client data regarding their current circumstances and financial history. It is really important that this work is accurate as financial services is highly regulated and all of our work is audited. Numeracy is really important as the administrator may be calculating how much someone can borrow, calculating monthly / annual premiums, simple tax calculations and there is excellent opportunity for progression within financial services if these skills can be demonstrated

LEVEL 3

BUSINESS ADMINISTRATOR

APPRENTICESHIP DURATION

21 months duration including 18 months learning with 3 months end point assessment.

This apprenticeship is delivered through a combination of planned learning sessions, workplace visits, on and off the job training and 1 to 1 support.

This apprenticeship standard is an ideal programme for those wishing to engage with different parts of the organisation and interact with internal or external customers.

It covers areas such as:

Understanding laws and regulations that apply to their role including data protection, health & safety, compliance etc. supporting the company in applying the regulations

Knowledge on how to review processes autonomously and make suggestions for improvements

Applying a solutions-based approach to improve business processes and helping define procedures

Development of people management responsibilities through mentoring and coaching others.

Positively managing the expectations of colleagues at all levels and sets a positive example for others in the workplace

Exercising proactivity and good judgement, making effective decisions based on sound reasoning and dealing with challenges in a mature way

Working week

Monday – Thursday 9.30-5pm, Friday 9.30-4.00pm

Qualifications Required:

5 GCSE Grades A - C (4 or above) in English and Maths

REQUIREMENTS 

• Use of Microsoft Office,
• Confidence using social media – mainly FB, Linked IN, Instagram, Tik Tok.
• Use of databases would be advantageous although full training will be provided
• Good manners
• Confident
• Well presented
• Can-do attitude
• Well organised
• Good timekeeper
• Ability to work towards deadlines
• Good communicator both written and verbal

FUTURE PROSPECTS

Definitely, this would be encouraged, this apprenticeship could lead onto roles such as a mortgage adviser, financial adviser, paraplanner, office manager.

Support to achieve additional qualifications can also be provided.

ABOUT YOUR EMPLOYER

At Minerva FS we specialise in advising existing and new clients on mortgages, investments, pensions, tax planning and later life planning. No 2 days are the same. Clients can come into the office for a meeting, have a virtual meeting or we visit them in their own home. Approximately 65% of clients are mortgage based and 35% wealth based. We have been established for 2 years, have 100% 5 star reviews on Vouched For based on client experience and we are looking to grow the business in 2022, by more local marketing activity and a greater social media presence. We have a really nice, modern office.

ABOUT YOUR TRAINING PROVIDER

Achieve Training, the largest independent training provider in Staffordshire, provide inspirational training and outstanding apprenticeship delivery. An OFSTED 'GOOD' training provider, with over 30 years experience, Achieve Training support over 2,500 people each year to learn new skills, gain qualifications and progress in their careers.