Apprentice Financial Administrator CONSILIUM FINANCIAL PLANNING LIMITED

Location

Hitchin, Hertfordshire | United Kingdom

Job description

What you will do in your working day

Key Duties and Responsibilities:

• Manage incoming calls
• Schedule and confirm appointments
• Deal with Mail and Packages
• Monitor and replenish office supplies
• Data Entry
• Scan and file documents

The training you will be getting

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)
• CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
• Completion of CeMAP1 or 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.

What to expect at the end of your apprenticeship

• This apprenticeship offers a route into the financial services industry, with potential progression routes to other apprenticeships, qualifications and roles.

Job tags

Salary

£17.5k per annum