Providing administrative support to a financial organization, to provide a high quality and compliant service.
Occupational Profile
The Financial Advice market consists of c19000 SME businesses split approximately 75% financial advice, 25% mortgage advice. These SME businesses are supported by umbrella organizations 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 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.
Typical activities that this role might carry out are listed overleaf.
Summary of standard
Full standard
https://www.instituteforapprenticeships.org/media/1057/financial_services_administrator.pdf
