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Financial services apprentice position available now! in Walton-on-thames

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.

What are you going to do

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

You 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 broker and operation teams

What we offer:

  • Training in a variety of roles
  • Remuneration: £8.50 per hour which will be reviewed after 3 months
  • Flexible working environment to be either part-time or full time Monday – Friday

What we ask:

  • A levels or college
  • Proficient with MicroSoft Office Suites including Outlook, Excel and Word
  • Qualifications and Skills

    You 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.

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
  • Extra information

    Please ensure you are within half an hour travelling distance from KT13 8NA.

    There will be times where you will assist with on-site visits with Clients, Supplier and Brokers

    Education Level
    Secondary School, College, Other
    Working hours per week
    20 - 40
    Type of Contract
    Casual / Part Time Jobs, Internships, Full Time Jobs
    Salary indication
    Between £8.00 and £10.00 per hour
    Responsible for
    Operational / Admin tasks
    Type of Job
    Admin / Secretarial, Customer Service
    Full UK/EU driving license preferred
    Car Preferred
    Must be eligible to work in the EU
    Cover Letter Required

    Admin Jobs | Customer Service Jobs | Administrator | Back Office Employee | Casual / Part Time Jobs | Internships | Full Time Jobs | Secondary School | College | Other

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