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- Tasks: Assist with administrative duties like data entry, scheduling, and client correspondence.
- Company: Join Clarence Place Wealth Management, a trusted name in financial services with a focus on client relationships.
- Benefits: Gain valuable experience, potential for permanent position, and mentorship from industry professionals.
- Why this job: Kickstart your career in finance with hands-on training and opportunities for growth in a supportive environment.
- Qualifications: No prior experience needed; just a willingness to learn and grow in the financial sector.
- Other info: Enjoy a structured apprenticeship with professional qualifications and regular mentor support.
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.
This apprenticeship offers a route for a career in the financial sector. A permanent position will be available upon completion of the apprenticeship, dependent on performance.
Key Responsibilities:- 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 LinkedIn pages.
- 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.
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 foundational 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.
CF1 awarded by the Chartered Insurance Institute (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.
Working hours: Monday - Friday, 9.00am - 5.00pm
Apprentice Administration Assistant employer: Clarence Place Wealth Management Ltd
Contact Detail:
Clarence Place Wealth Management Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Apprentice Administration Assistant
✨Tip Number 1
Familiarise yourself with the financial services sector. Understanding key concepts like wealth management, investment planning, and client relationship building will help you stand out during interviews.
✨Tip Number 2
Showcase your organisational skills. Since the role involves tasks like scheduling meetings and managing client records, be prepared to discuss any relevant experiences where you've successfully managed multiple responsibilities.
✨Tip Number 3
Demonstrate your communication skills. As you'll be interacting with clients and colleagues, practice articulating your thoughts clearly and professionally, whether in person or over the phone.
✨Tip Number 4
Research Clarence Place Wealth Management Ltd. Knowing their values, services, and approach to client relationships will not only help you tailor your responses but also show your genuine interest in the company.
We think you need these skills to ace Apprentice Administration Assistant
Some tips for your application 🫡
Understand the Role: Read through the job description carefully to understand the key responsibilities and skills required for the Apprentice Administration Assistant position. Tailor your application to highlight how your experiences align with these requirements.
Craft a Strong CV: Create a CV that showcases your relevant skills, education, and any previous experience in administration or customer service. Make sure to include any coursework or projects related to financial services, as this will demonstrate your interest in the sector.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the apprenticeship and explain why you want to work at Clarence Place Wealth Management Ltd. Highlight your ability to build relationships and your eagerness to learn about the financial services industry.
Proofread Your Application: Before submitting your application, thoroughly proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for an administrative role.
How to prepare for a job interview at Clarence Place Wealth Management Ltd
✨Understand the Company Culture
Before your interview, take some time to research Clarence Place Wealth Management Ltd. Familiarise yourself with their values and approach to client relationships. This will help you align your answers with their expectations and demonstrate that you're a good fit for their team.
✨Prepare for Common Questions
Anticipate questions related to your organisational skills and ability to handle administrative tasks. Be ready to discuss your experience with data entry, scheduling, and any relevant software like Excel. Practising your responses can help you feel more confident during the interview.
✨Show Enthusiasm for Learning
As an apprentice, your willingness to learn is crucial. Highlight your eagerness to develop your skills in the financial sector and mention any relevant courses or training you've undertaken. This shows that you're proactive and committed to your professional growth.
✨Demonstrate Teamwork Skills
Since the role involves working closely with various team members, be prepared to discuss your experiences in teamwork. Share examples of how you've collaborated with others in previous roles or projects, emphasising your communication skills and ability to support colleagues.
