Financial Services Apprentice

Working collaboratively with Financial Advisers and ,other colleagues, you will assist in key financial administrative tasks. You will learn all aspects of the business and become a valued member of the team.

As an apprentice, you’ll work at a company and get hands‑on experience. You’ll gain new skills and work alongside experienced staff.

• Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments, and protection products.
• Prepare annual review and meeting packs to assist the IFA/Client meeting process.
• Provide assistance and updates to the client where required including documentation being returned and processed.
• Liaise with various providers, gathering and correlating plan/policy information and ensuring a smooth and timely business process.
• Progress mortgage, protection, pension, and investment business through to completion.
• General Administration duties including filing, scanning, invoicing and post.
• Answering calls promptly and in a professional manner.
• Preparing client valuations and updating policy data.

• An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying
• This is a fully work-based programme.
  You will get allocated time to complete your apprenticeship work and also receive regular meetings with your training provider.

• GCSE English (Grade
  4) essential
• GCSE Maths (Grade
  4) essential

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Customer care skills
• Problem solving skills
• Administrative skills
• Number skills
• Analytical skills
• Logical
• Team working
• Initiative

• Additional leave.
• Opportunity to purchase up to 5 days annual leave.
• Auto enrolment pension scheme.
• 4x Salary Death in Service.
• Training and support towards industry recognised certifications.
• Cycle to work scheme.
• Eye Care Vouchers.