Role / Occupation: Financial Services Administrator (Adviser firm or Network)
‘Adviser Firm’: An SME business providing regulated financial planning / mortgage / insurance advice
‘Network ’: An umbrella company providing support services to groups of Financial Adviser Firms
Overview: The Financial Advice market consists of c19000 SME businesses split approximately 75% financial advice, 25% mortgage advice. These SME businesses are supported by umbrella organisations known as networks who provide a range of support services to the individual businesses including technology, compliance, technical & consultancy support. Due to recent changes, more administrative support is required by firms in order to provide an efficient, high quality and compliant service to their clients. The Financial Services Administrator standard responds to this demand whilst also providing an ideal entry point for a career in the sector, with progression routes leading to a number of roles with full professional qualifications.
|Duration||Typically 12 - 18 months|
|Start Date||Starting employment as an apprentice can occur throughout the year however the start-date for attending college for training, where required, will be communicated post-employment and sign-up|
|Fee(s)||Employer Contribution: £1,200|
|Apprenticeship Funding Bands|
Apprenticeship Funding Bands
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