Apprentice Position in Financial Services

Recruiter
Kemmel Management
Location
Weybridge, UK
Salary
Competitive
Posted
24 Aug 2019
Closes
09 Sep 2019
Ref
1241135250
Sector
Education
Contract Type
Permanent
Hours
Full Time
Job Summary
This is an excellent opportunity for an apprentice position in the financial services sector! We are a looking for an enthusiastic and ambitious individual to learn all aspects of Financial Services administration.
The main purpose of the Apprentice Financial Services Administrator is to provide administrative support to a financial organisation, providing a high quality and compliant service.
This is an entry level role which provides the foundation knowledge, skills and experience for a career in Financial Services.As an apprentice administrator you will learn:
  • the corporate financial services market
  • regulatory framework
  • ethics and key principles and processes
  • the purpose and technical content of products and services
  • systems and processes required to carry out the role
Responsibilities and DutiesYou will work under the supervision of experienced team. This involves helping to formulate suitable solutions for clients, brokers and suppliers covering areas including regulation, KYC, data protection policies, etc.
Overseeing the implementation of recommendations, processing new business with responsibility for pre and post sales client administration.
Completing client review packs as well as maintaining client records.
Creating illustrations, letters and keeping accurate records of business.Obtaining information, analysing and processing and assessing sensitive financial information, broker performances and charges.
General support and office administration for the brokers and operation teams.
Qualifications and SkillsYou will...
  • Have good verbal and written communication skills.
  • Be well organised and have the ability to prioritise work and meet deadlines.
  • Have a basic understanding of, and commitment to excellent customer service.
  • Have a good understanding of issues regarding confidentiality.
  • Have a good experience using and understanding all Microsoft Office Packages i.e. word, excel & outlook.
  • Have the ability to work on own initiative and, as part of a team.
  • Have the ability and gain confidence communicating with a wide range of customers, suppliers, brokers, upper management both internal & external.
  • Understand the importance of confidentiality.
  • A co-operative and supportive approach.
  • Be flexible & enthusiastic.
  • Show a commitment to self-development.
  • You must have your own transportation.
The following are desirable but not essential...
  • A - C grade GCSE Maths, English & IT
  • An interest in Financial Services, Corporate Finance or Banking
  • A good working knowledge and understanding of MS Office packages
What we offer:
  • Training in a variety of roles
  • Flexible working environment to be either part-time or full time Monday - Friday
  • Remuneration: £9.00 per hour which will be reviewed after 3 months

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