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Apprentice Financial Services Administrator

Mortgage Required

LOCATION
📍 MAIDENHEAD, SL6 4AQ
PAY
💶 £18,000 a year
HOURS
⏰ 42 hours per week hrs/week
DURATION
📅 1 Year
APPLY BY
SECTOR
Legal, finance and accounting

Employer information

Requirements

Apprenticeship Standard: Financial services administrator (level 3) (Level 3) Desired skills: Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Administrative skills, Number skills, Team working, Initiative

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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). 

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