Course description
Financial Services Administrator Apprenticeship
An administration role within the financial services sector encompasses and can and lead to other key disciplines in this area. These can include managing specific products, compliance, systems and processes. You will be providing essential support and knowledge in front or back office functions, meeting commercial and customer demands.
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Upcoming start dates
Suitability - Who should attend?
Set by individual employers. You must be employed in a role relevant to this programme to be eligible to apply.
Outcome / Qualification etc.
What will you learn?
- The importance of the financial services regulatory framework
- An understanding of the financial services market structure
- How to consistently develop and deliver excellent service to customers and colleagues
- Tactics to work effectively within a team to achieve results
- Tools to analyse and plan in order to deliver good outcomes for the business
- How to develop effective relationships with customers and key contacts
Skills and Behaviours
- Quality Service Delivery
- Customer Communication and Relationships
- Teamwork and Collaboration
- Planning and Prioritising
- Systems and Processes
- Honest and Integrity
- Adaptability
- Enthusiasm
- Dependability
- Personal Commitment
Qualification achieved
- Financial Services Administrator Level 3 Apprenticeship
- CII (RO1)
Continuing Studies
Progression upon Completion
Apply for the fi rst step on the pathway to professional membership of the Chartered Insurance Institute, or Chartered Institute of Securities and Investment.Further career progression through work experience.
Typical job roles
- Financial Services Administrator
- Office Assistant
- Customer Service Executive.