Typically completed in 12-18 months providing the foundation knowledge, skills and experience for progression into a number of career paths including Senior Administrator, Paraplanner, Financial Adviser or Mortgage Adviser.
Price per person (Ex. VAT): Provided on request
KEY BENEFITS
- During the 12-18 month programme, employees will cover topics allowing them to develop skills and understanding of the world of financial services, regulation and compliance, financial products and services, building impactful relationships and providing excellent customer service.
COURSE OVERVIEW
ZISHI (previously FSTP) have designed and developed a unique programme using our experience and expertise within financial services.
During the 12-18 month programme, employees will cover topics allowing them to develop skills and understanding of the world of financial services, regulation and compliance, financial products and services, building impactful relationships and providing excellent customer service.
Our Financial Services Administrator programme combines outstanding classroom training, dedicated workplace coaching and on the job experience to build the necessary skills, knowledge and behaviours to become a highly competent Financial Services Administrator. In addition, participants will work towards a recognised professional qualification.
Awarding Body Partners
Standard: Investment Operations Technician
Qualification Level: 3
Duration: Typically, this programme will take 12-18 months to complete
Entry Requirements:
- Have level 2 English and Maths or equivalent.
- Have been a resident in the UK/EEA/EU for the last 3 years.
- Be able to meet the programme modules through your job role.
Start date: March 2023
Programme Pathway:
Below is an example of a career progression based on this apprenticeship with Financial Services.
- Level 3 – Mortgage Adviser
- Level 4 – Paraplanner
- Level 4 – Financial Adviser
Typical Job Roles:
These are just a few examples of the typical job roles that would suit the level 3 Financial Services Administrator programme:
- Financial Services Administrator
- Financial Services Customer Adviser
- Assistant Paraplanner
- Customer Services Administrator
- Mortgage Admin Assistant
- Financial Admin Assistant
Our level 3 Financial Services Administrator programme provides employees with the skills, knowledge and on the job training required to stretch and challenge the participant whilst making them a highly valued member of the team.
Learner Journey:
Each programme is designed to accommodate the needs of the learner, their job role and the business so the delivery schedule will reflect this.
If you have any questions about this course, please feel free to get in touch via email on apprenticeships@fstp.co.uk or by calling +44 (0)1908 395 243.
Typically completed in 12-18 months providing the foundation knowledge, skills and experience for progression into a number of career paths including Senior Administrator, Paraplanner, Financial Adviser or Mortgage Adviser.
Price per person (Ex. VAT): Provided on request
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