Private Client Admin Apprentice | Start in Financial Services

CTT Group (UK); United Kingdom; Remote; GBP 10,000 - 15,000; Full time

Benefits offered by this job

Training and mentoring

Career progression opportunities

Job summary

CTT Group (UK) offers an apprenticeship within the Private Client Department to gain practical experience and a recognised qualification in financial services. The role supports advisers and paraplanners while you learn about pensions, investments, protection, wills, trusts and related services.

The programme includes training, mentoring and progression opportunities within the business. No previous financial services experience is required as full training is provided.

Qualifications

• GCSEs including English and Maths are required.
• Interest in financial services and professional services encouraged.
• Full training will be provided with mentoring and supervision.

Responsibilities

• Provide administrative support to Private Client Advisers and Paraplanners.
• Learn to promote services in line with FCA requirements.
• Assist with preparing documentation for client meetings.
• Process new business applications and maintain accurate client records.
• Support client communications by telephone, email and post.
• Attend mandatory training and apprenticeship progress reviews.

Skills

Good communication

Organisational skills

Team player

Time management

Willingness to learn

Basic IT skills

Education

GCSEs including English and Maths

Recognised apprenticeship qualification

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

CRM system

Job description

CTT Group (UK) offers an apprenticeship within the Private Client Department to gain practical experience and a recognised qualification in financial services. The role supports advisers and paraplanners while you learn about pensions, investments, protection, wills, trusts and related services.

The programme includes training, mentoring and progression opportunities within the business. No previous financial services experience is required as full training is provided.