Apprentice Administration Assistant

Clarence Place Wealth Management Ltd; Gravesend; On-site; GBP 20,000 - 30,000; Full time

Job summary

An established industry player is offering a fantastic apprenticeship opportunity in the financial services sector. This role is designed for individuals eager to kick-start their careers, providing essential skills and knowledge that pave the way for future advancement. As an apprentice, you'll engage in a variety of tasks from client correspondence to data management, all while receiving guidance from experienced mentors. You'll gain a comprehensive understanding of the financial landscape and the importance of client relationships, setting you up for success in roles such as financial adviser or senior administrator. If you're ready to embark on a rewarding journey in finance, this apprenticeship could be your perfect starting point.

Qualifications

• Entry-level role in financial services with foundational knowledge and skills.
• Preparation for advancement to senior roles in administration and advising.

Responsibilities

• Perform administrative duties including data entry, filing, and scheduling.
• Assist with client meeting preparations and maintain records.

Skills

Data Entry

Client Relationship Management

Office Administration

Communication Skills

Excel

Education

Level 3 Financial Services Administrator Apprenticeship

Tools

CRM System

St. James’s Place Internal IT Systems

Cloud Storage Solutions

Job description

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.

Apprenticeship Overview

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

Key Responsibilities:

• 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 LinkedIn pages.

General Duties:

• 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.

Level 3 Financial Services Administrator Apprenticeship Standard:

• The Financial Services Administrator apprenticeship is ideal for individuals beginning an entry-level role in the financial sector.
• As an entry-level role, this apprenticeship provides the foundational knowledge, skills, and experience for progression along a number of career paths.
• The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.

Key Learning Outcomes:

• A broad understanding of the financial services sector.
• An understanding of the role of the appropriate regulatory bodies.
• The importance of relationship building with clients and colleagues.
• Understanding of processes and procedures relevant to the role.
• How to develop commercial awareness.
• Building skills and capabilities within an organisation.

Professional Qualifications:

• CF1 awarded by the Chartered Insurance Institute (CII).
• Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas.
• To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.
• The apprentice is assigned a dedicated experienced mentor to guide them through the programme.
• Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.

Working hours: Monday - Friday, 9.00am - 5.00pm