- GMFJ Reference
240585
- Wages
£5.28 p/h
- Hours
37.00 per week
- Date Posted
13/10/2023
- Start Date
20/11/2023
- Approx. Duration
18 Months
- Location
Kirkham
- Status
Now Taking Applications
- Sector
Business & Administration
- Opportunity Type
Advanced Level 3
- Apprenticeship Standard
Business administrator (ST0070)
- Employer
Ideal4Finance
Description
Job Overview
·
Daily monitoring of our Field Sales
Representatives diaries to identify new compliance and due diligence checks
required
·
Checking the legitimacy/solvency and Fit &
Proper status of new business leads using a number of search engines and
industry specific search providers
·
Identifying compliance ‘red flags’ and
escalating as required
·
Completion of ‘Compliance Workflow’ with the
information gathered
·
Checking all required regulatory documentation
and identification is received with new contracts
·
Carry out Know Your Customer (KYC) and Anti
Money Laundering (AML) checks
·
Input of new contracts onto bespoke CRM
·
Carry out Compliance telephone call with new
clients
·
Follow up completion of new client application
data
·
Follow up of initial and routine training by new
customers
·
Carry out routine compliance checks on existing
customers to ensure compliance is maintained
·
Process daily Credit Safe Monitoring Alerts
Hourly Rate - National minimum wage for an Apprentice with regular reviews based on performance.
Working week 9am-5pm Monday – Friday
For more information about this vacancy please contact Blackpool and the Fylde College on 01253 504343 (Ref ID: 240585)
Company website : https://ideal4finance.com/
·
Excellent time management and organisation
skills
·
Great customer care skills
·
Ability to multitask and remain motivated
·
Ability to
understand and use multiple IT systems
Level 3 a minimum of English and maths grades A*- C (9-4) (or equivalent) are desirable or willingness to complete Functional Skills Level 2
STANDARD & LEVEL
The successful candidate will work towards completing the Level 3 Business Administration Standard from the Institute for Apprenticeships & Technical Education. Delivered by Blackpool and The Fylde College offering expert tuition and exceptional facilities.
Personalised programme
Your B&FC apprenticeship is made up of several different elements and each one reflects your individual abilities and career goals. Our expert tutors and assessors have relevant industry experience and will support you to achieve all your goals.
Off-the-job training
Developing your skills at work is called on-the-job training, 20% of your apprenticeship (equal to one full day a week) will be ‘off-the-job’. This might include attending College, tackling projects, online learning, coaching, shadowing, or training for your job.
Stacks of support
Assessment mostly takes place in the workplace. When you start, you will be allocated a skills coach, who will visit you at least once a month to guide and support you and help you to plan for your future. We will also provide you with specialist support for your English and maths and for any additional needs that you make us aware of.
- Trustworthy and professional manner
Possible full time position on successful completion of Apprenticeship.
Please note that as part of your application, you are required to provide a copy of your CV and complete the college based online initial assessments in English and Maths.