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

2 Clarence Place Wealth Management Ltd jobs in England & Wales