Apprentice Client Services Assistant

Summary

We are looking for an engaged, motivated and dynamic Client Services Assistant to join us. With this opportunity comes the chance to explore various different career paths available to you in the future, depending on your strengths and aspirations; whether you wish to progress into a more senior client services role or go into paraplanning.

Annual wage: £21,000 a year
Minimum wage rates (opens in new tab)
Training course: Financial services administrator (level 3)
Hours: Hybrid but we’d love someone who wants to be in & be part of the team (Shifts & breaks to be confirmed). We don’t have set start times or finishes; people are empowered & entrusted to do what you do best at the times that they are most productive.
37 hours a week
Possible start date: Monday 7 October
Duration: 1 Year 5 Months
Positions available: 1

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

As part of this role, apprentices will complete the following:

Update & maintain client data in XPlan and on our client portal: Keeping information accurate, up to date and compliant
Pre-Meeting Preparation including drafting documents and obtaining updates
Liaising with providers for valuations
Sending & chasing letters of authority
General office administration: management of post, printing, booking meeting rooms
Assisting with client gifting
Supporting the Client Service Associates and wider team with any ad hoc requests

Where you’ll work

Sky View Argosy Road

East Midlands Airport

Castle Donington

Derby

DE74 2SA

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

SKILLS EDGE TRAINING LTD

Your training course

Financial services administrator (level 3)

Equal to A level

Course contents

Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times

Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.

Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results

Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

Your training plan

Upon successful completion of the apprenticeship, apprentices will achieve the Financial Services Administrator Level 3 Apprenticeship Standard:

Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and Ethics
Develop the knowledge, skills and behaviours of successful Financial Services Administrators
Free CII membership for non-members through the CII Aspire Apprenticeship Programme
Includes the CII CF1 study e-book and exam entry
CII and EPA resits are to be covered by the employer
Fortnightly workshops for the CF1 exam delivered by our team of professional qualification tutors
All workshops recorded and available on-demand
Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
Exam tips, tricks, and strategies
Additional resources through RM Advance
Regular tutorials and assessments from an experienced financial services professional
R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Edge Trainer

This apprenticeship provides the first step on the pathway to professional membership of the Chartered Insurance Institute.

Requirements

Essential qualifications

GCSE in:

English (grade 4)
Maths (grade 4)
3 Subjects including maths or business (grade B)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
IT skills
Attention to detail
Customer care skills
Administrative skills
Analytical skills
Team working
Initiative

About this company

We’re a lifestyle financial planning company that puts our clients at the heart of what we do. We believe the traditional wealth management model is broken. It’s focussed on products, not what they can help you achieve. We’re one of the leading and fastest growing financial planning firms in the UK. We’re a long way towards our ambition of being number one. We don’t stand still. Our desire to be the best is limitless. We’re fast growing, award winning and pioneers in our space. It helps that we’re crazy about what we do.

http://www.cooperparrywealth.com (opens in new tab)

After this apprenticeship

Diploma in Regulated Financial Planning (R01-R06)
Further study with the CII or CISI

Continued Supported development with tailored training to help you learn and progress.

Opportunity to explore other roles within the Wealth Team to help you carve out your career path based on your strengths and aspirations.

Ask a question

The contact for this apprenticeship is: