Financial Services Administrator Apprentice AJI WEALTH MANAGEMENT LTD

The main responsibilities will include:
. Organizing client folders and scanning documents
. Keeping clients informed regularly
. Keep information updated on the system
. Dealing with day to day enquirers
. Sending letters of authorities to providers and chasing for information

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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles


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:

CeMAP (UKFR) module 1 - awarded by The London Institute of Banking and Finance (LIBF)

Or

CF1 - awarded by The Chartered Insurance Institute (CII)

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.

The apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.

Communication skills, IT skills, Organisation skills, Customer care skills, Team working, Initiative, Motivated, Willing to learn, GCSE or equivalent 5 subjects including maths and english (Grade 4 or above) Essential

AJI Financial Planning Ltd provides Financial Planning Services which involves creating personalised financial plans for the clients and their families and help them with mortgages, investments, pensions and Inheritance Tax Planning.

You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:

• training


• qualifications, like an NVQ in a relevant field


• industry or sector experience