Position Details: Business Administration Apprentice

Description:

Apprentice Administration Assistant

CLARENCE PLACE WEALTH MANAGEMENT LTD

Gravesend, DA12 2BD

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

Salary to be reviewed at 6 months with potential uplift dependant on performance. Bonus Structure to be discussed.

Hours

Monday - Friday, 9.00am - 5.00pm

37 hours a week

Possible start date

Monday 18 November

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

Bottom of Form

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

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

How to apply:

Email apprenticeships@rmtraining.co.uk with your CV