Client Administrator Apprentice

Summary

We are looking for an ambitious and naturally enthusiastic person to join our close-knit team who is eager to learn and has an interest in finance. The Client Administrator will support an experienced financial advice team in all aspects of their work and will play a key role in the overall smooth running of the office.

Wage: £20,000 a year
Minimum wage rates (opens in new tab)
Training course: Financial services administrator (level 3)
Hours: Monday - Friday, 9.00am - 5.00pm
35 hours a week
Possible start date: Monday 3 March
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

You will be working within the Financial Advisers managing client information, account setup and assisting clients.

Manage general office procedures to ensure processes and duties in the office flow efficiently

Ensuring smooth and efficient operations that directly impact client satisfaction and the overall success of an organisation.

Main Responsibilities/Accountabilities:

Office Management:

Provide administrative support to the financial advice team
Diary management – booking in client meetings, managing financial adviser schedules and eliminating potential conflicts
Taking inventory of office supplies and order more if needed
Helping establish and maintain office procedures in line with the other MVAM offices
Assisting senior management team when needed
Answering phone calls, general emails and postal correspondence with clients as appropriate
Files and archives accurate records
Manages health and safety as well as fire regulations within the office

Client Acquisition:

Manage client onboarding process for new clients and set up of new accounts for existing clients
Receive new and existing client information/ documents after meetings and process client forms, input data into investment platform
Ensure content on MVAM client forms remains up to date
Upkeep of accurate client records in CRM database
Perform client ID and AML Verification checks for anti-money laundering purposes
Submit and chase applications with lenders
Assist with client requests and questions, including support of Investor Portal

Where you’ll work

3 Port Hill

Hertford

SG14 1PJ

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

This will include:

Financial Services Administrator Level 3 Apprenticeship Standard
CII CF1 or R01 - Financial Services Regulations & 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 or R01 digital study book and exam entry
Fortnightly workshops for CII exams from our CII approved trainer
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

Requirements

Essential qualifications

GCSE in:

5 GCSE’s including English and Maths (grade C/4 or above)

A Level in:

2 Subjects or equivalent (L3) (grade C or above)

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
Attention to detail
Organisation skills
Team working
Initiative
Non judgemental
Prioritisation skills
Time management
Interpersonal skills
Honest enthusiasm
Positive mindset on life/work
Responsible
Professional
Flexibility

About this company

MVAM Financial Advice is part of Mole Valley Asset Management (MVAM). The Hertford office provides financial advice services with a hands-on, client-focused approach. Mole Valley Asset management is an independent investment management firm dedicated to providing bespoke investment solutions for individuals, businesses, and charities. The firm prides itself on its local approach, innovative investment strategies, and commitment to helping clients achieve their financial goals. MVAM have offices in Dorking, Hertford and York.

https://www.mvam.com/ (opens in new tab)

After this apprenticeship

We are a small company and there is potential to progress pending completion of the apprenticeship

Ask a question

The contact for this apprenticeship is:

SKILLS EDGE TRAINING LTD

Calvin Goodson

calvin.goodson@skillsedge.co.uk

The reference code for this apprenticeship is VAC1000303400.

Apply now

Closes in 4 days (Friday 28 February at 11:59pm)

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