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About this apprenticeship
Reporting to the Administration Manager, your duties will include:
Acting as Case Handler and progressing mortgage and protection applications to completion
Checking cases are compliant in line with the Financial Conduct Authorities requirements
Liaising with customers and advisers re: the above
Compiling Reports for Management
Updating CRM
Training
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
What you could go on to do
Assuming the applicant is successful in the role, the candidate will be offered a permanent position at the end of the apprenticeship (subject to market conditions).
Related sectors
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