Assistant Head National Sales Apprentice

Supporting Financial Advisers in the provision of Advice to clients, by updating client files and providing timely portfolio summaries with information details for client meetings.

Key responsibilities include:

Collates monthly performance information from various connected departmets and Retail Branches ensuring packs are submitted before prescribed deadlines
Produces consolidated MI packs in PowerPoint for Head National Sales to present at various Management committees
Takes and composes committee minutes, records action points and distributes the same to stakeholders
Keeps track of various action points until satisfactory conclusions reached
Liases with the retail branches in relation to special projects and provides updates to Head National Sales
Point of initial internal contact in absence of Head National Sales
Undertakes any other responsibility as delegated by the Head National Sales or so designated senior officer

What Will You Learn:

Financial Services Administrator L3

Professional qualifications within this apprenticeship are listed below – one of:

UK financial services, regulation & ethics (CF1) – Chartered
Insurance Institute (CII) CII Certificate in Insurance – Chartered
Insurance Institute (CII) UK financial regulation (UKFR) – The
London Institute of Banking & Finance (LIBF) – Financial Services regulation and Ethics – Chartered Bankers Institute (CB)

Introduction to Securities and Investment; UK financial regulation; Administration of settlements and investments – Chartered Institute for Securities and Investments (CISI)

In addition, the role may require completion of an exam specific to the line of business worked in eg Life, Pensions, General Insurance, Investments, Long Term Care. These are typically provided by the CII, LIBF and CISI.

Alternatively where employers feel that there is evidence of higher academic aptitude, the apprentice could opt for a more demanding higher level qualification that would enable fast tracking through the progression routes available on completion of this apprenticeship.

Financial services, regulation and ethics (RO1) – CII Financial services, regulation and ethics (FSRE) The London Institute of Banking & Finance (LIBF).

Desired Skills and Personal qualities:

Communication skills, IT skills, Attention to detail, Organisation skills, Problem solving skills, Administrative skills

Qualifications:

GCSE or equivalent Maths and English (Grade A*-C/9-4) Essential

Many apprentices are offered personal banker roles once they complete their apprenticeship depending on their performance.
There are many development opportunities within the Bank, all employees are eligible to apply for other roles within the Bank (any department) after 1 year of employment in their current role.

Things to consider:

GCSE or equivalent Maths and English (Grade A-C/8-4) Essential

Application process

Once you’ve found a role you’re interested in, simply click the apply button and fill out the form
One of our team will then be in touch to talk to you a bit more about your aspirations and what happens next
If you want to be really proactive, you can also email us your CV here quoting the role you’re interested in

You can read more about the candidate journey and register for job alerts here.

Apply

Job details

Ref VAC1000125967
Sector: Sales
Programme: Assistant Head National Sales Apprentice Level 3
Location: 77 Cornhill, London, EC3V 3QQ
Salary: £15,100.00
Closing Date: 27 / Mar / 2023

Apply

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