Apprentice Administration Assistant
CLARENCE PLACE WEALTH MANAGEMENT LTD
Gravesend, DA12 2BD
Closes in 16 days (Friday 15 November at 11:59pm)
Posted on 23 October 2024
Contents
Summary
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.
- Annual wage
-
£12,480 a year
Minimum wage rates (opens in new tab)
Salary to be reviewed at 6 months with potential uplift dependant on performance. Bonus Structure to be discussed.
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday - Friday, 9.00am - 5.00pm
37 hours a week
- Possible start date
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Monday 18 November
- Duration
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1 year 3 months
- Positions available
-
2
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
- 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
Where you’ll work
19 Royal Pier Road
Gravesend
DA12 2BD
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
SIMPLY ACADEMY LTD
Your training course
Financial services administrator (level 3)
Equal to A level
Course contents
Your training plan
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 foundation 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 Insitute (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
Requirements
Essential qualifications
GCSE in:
- English, Maths and 3 other subjects (grade 4/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
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Administrative skills
- Number skills
- Logical
- Team working
- Creative
- Initiative
- Non judgemental
- Patience
- Enthusiastic
- Punctual
About this company
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.
Company benefits
25 days holiday + bank holidays
After this apprenticeship
- 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
Ask a question
The contact for this apprenticeship is:
SIMPLY ACADEMY LTD
Monica Peacock
apprentice@simplyacademy.com
The reference code for this apprenticeship is VAC1000283658.
Apply now
Closes in 16 days (Friday 15 November at 11:59pm)
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