- GMFJ Reference
252573
- Wages
£6.40 p/h
- Hours
35.00 per week
- Date Posted
24/07/2024
- Start Date
09/09/2024
- Approx. Duration
18 months
- Location
Wakefield
- Status
Now Taking Applications
- Sector
Accountancy
- Opportunity Type
Advanced Level 3
- Apprenticeship Standard
Financial services administrator (ST0177)
- Employer
Navigation Wealth Management Ltd
Description
Our aim is to help you to be your best you both inside and outside of work. Being part of the team, and living our core values day in and day out, is what truly makes Navigation Wealth Management a unique place to work. Our core values underpin our vision and drive the business to excel, they are the DNA of our business. They are a set of principles that can help guide your attitudes, behaviours and decisions throughout career with Navigation.
Job duties include:
CONTACTS and RELATIONSHIPS
- Day-to-day contact with clients.
- Contact with third party providers to obtain ceding information.
- Provide administrative support including filing, word processing, scanning, emailing, reception and messenger duties, telephone duties, data input onto and computerised systems.
- Dealing with client administration requests.
- Preparing packs for adviser meetings.
- Assist in organisation of events and training.
- Ensure booked rooms are prepared for client meetings or events.
- Greeting clients and providing refreshment for clients and adviser.
- Open and distribute incoming mail.
- Record and send outgoing mail.
- Receive incoming stationery and check against orders.
For more information about this vacancy please contact Kaplan Financial on kaplan.recruitment@kaplan.co.uk (Ref ID: 252573)
Company website : http://www.navigationwm.co.uk/
- Keyboard skills/computer literate.
- Working knowledge of Microsoft Office.
- GCSE's grades 9/A* - 4/C including Maths and English.
The apprentice will gain a full understanding of regulatory and ethical implications within financial services.
Understand the importance of supporting the advisors through delivering KPIs and services.
Full competence within systems and processes to support customers. The Final Assessment will contain 3 components, which offer multiple ways of demonstrating competence – all components must be passed for the apprentice to be deemed competent
1. A work based project that contains real activity done in the role. This will be reviewed and scored by the panel members ahead of the interview.
2. A portfolio of recent evidence that demonstrates competence in learning outcomes not covered by the project. This will be reviewed and scored by the panel members ahead of the interview.
3. A panel interview / Viva that allows the panel members to explore particular areas of the standard that have been highlighted during assessment of the project & portfolio – this may be areas of strength, inconsistencies, or where the apprentice does not appear to meet the standard.
- Honesty.
- Integrity.
- Hard working.
- Good communication skills.
Full time position in administration with good career path within the company.
Benefits include:
- 25 days holiday.
- Monday to Friday working 9 - 5.
- Parking available.