Apprentice Administration Assistant

Introduction

A chance to work with a financial services team with passion, quality, trust and respect values being at the core of their beliefs. You will learn how to provide a full administrative service to the team, together with dealing with providers and clients.

About the Employer

Here at Clarence Place Wealth Management Ltd, we firmly believe it is vital that we build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to wealth management and financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation. We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.

What You'll Do

• Binding, scanning, printing and filing duties, as required
• Basic letters and correspondence
• Scheduling client meetings
• Data entry using Excel and St. James’s Place internal IT systems
• Client birthday and Christmas cards
• Office Receipts
• Preparing report packs
• Head Office follow up / general enquiry calls
• Stationery monitoring / ordering
• Assisting with the preparation of client meeting packs
• Maintaining and updating client records
• Downloading / printing factsheets
• Preparing and printing mail merges 
• Attending internal/external training courses and events where required, which may require some travel
• E-filing and saving documents onto the cloud
• Sending confidential documents to clients via Qwil
• Assisting the Business Processing Administrator with sending out LOAs and chasing providers
• Posting weekly articles on Linked In pages

General:

• Working closely with the PA/Client Servicing Administrators and Business Processing Administrator
• Supporting the Practice’s ongoing expansion and administrative demands
• Answering incoming telephone calls in a professional and polite manner
• Shredding of all confidential information
• Keeping the office area tidy and presentable at all times
• Using the internal intranet system to manage client basic enquiries
• Team working
• Logging all calls and emails on CRM system in line with compliance regulations

Training Outcome

• This apprenticeship offers a route for a career in the financial sector
• A permanent position will be available upon completion of the apprenticeship dependant on performance

Skills Required

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Customer care skills
• Administrative skills
• Number skills
• Logical
• Team working
• Creative
• Initiative
• Non judgemental
• Patience
• Enthusiastic
• Punctual

Qualifications

• Essential - GCSE - English, Maths and 3 other subjects - 4/C or above

Course Information

Course: Financial services administrator (level 3)

Level: 3

Route: Legal, finance and accounting

Apprenticeship Level: Advanced

Working Arrangements

Working Week: Monday - Friday, 9.00am - 5.00pm.

Expected Duration: 1 Year 3 Months

Training Provider: SIMPLY ACADEMY LTD