At a Glance
- Tasks: Support a dynamic team with client relations, diary management, and administrative tasks.
- Company: Join a renowned financial planning firm in London with strong corporate backing.
- Benefits: Gain valuable experience in finance while developing essential skills for your career.
- Other info: Enjoy a flexible work environment with opportunities for professional growth.
- Why this job: Kickstart your career in finance and make a real impact on client relationships.
- Qualifications: GCSE Maths and English at grade 4 or above; strong IT and organisational skills.
The predicted salary is between 45000 - 55000 £ per year.
A great opportunity to work with a renowned financial planning firm in London. Joining Clarence Place Wealth Management Ltd offers a distinct entry point into the UK financial planning sector, combining local client focus with large-scale corporate backing.
Clarence Place Wealth Management Ltd is a UK-based financial planning firm and Senior Partner Practice of St. James’s Place Wealth Management. Located in London/Kent, the firm provides tailored financial advice and wealth management strategies to individual and corporate clients.
What You’ll Do
- PA & Client Servicing:
- Executive & Diary Support: Manage the Business Owner’s inbox and calendar (scheduling meetings, debriefs, and client calls), provide personal / business 1:1 EA support.
- Client Onboarding & Relations: Act as the first point of contact for prospect and incoming client queries (routing technical issues to Admin), schedule, confirm, and follow up on client meetings.
- Service Proposition & Communications: Maintain client segmentation schedules (MiFID II), issue Wealth Accounts, distribute market announcements, and send client gifts.
- Account Operations: Process fund switches, handle withdrawal requests, update CRM / Admin Centre data (address / bank details), and nurture client relationships for referrals.
- Administration:
- Meeting & File Preparation: Create client meeting packs, collaborate on APTs, onboard new clients post-processing, and take meeting minutes.
- Task & Records Management: Input / delegate CRM tasks, maintain electronic / physical files, handle scanning, use internal intranet systems, and ensure GDPR compliance.
- General Practice Support:
- Team Collaboration: Support the Director and Admin team, assist colleagues with urgent priorities, and answer incoming calls professionally while logging interactions on CRM.
- Operational Quality: Identify service improvements, keep office areas tidy, and ensure secure shredding of confidential documents.
Training Outcome
To be discussed nearer the end of the apprenticeship.
Skills Required
- IT skills
- Attention to detail
- Organisation skills
- Team working
- Initiative
- Able to prioritise
- Flexible approach to workload
- Enjoys working in a PA/ Admin
- Accuracy
- Trustworthy and loyal.
Qualifications
Essential - GCSE - Maths and English - 4 or above
Course Information
Course: Business administrator (level 3)
Level: 3
Route: Business and administration
Apprenticeship Level: Advanced
Working Arrangements
Working Week: Monday - Friday 9.00am - 5.00pm (lunch hour to be discussed and agreed).
Expected Duration: 1 Year 9 Months
Training Provider: CROWN VOCATIONAL TRAINING LIMITED
Apprentice Personal Assistant / Client Servicing Administrator employer: Clarence Place Wealth Management Ltd
Clarence Place Wealth Management Ltd is an exceptional employer located in the vibrant city of London, offering a supportive work culture that prioritises employee development and growth. As a Junior Personal Assistant in this apprenticeship role, you will benefit from comprehensive training and mentorship, ensuring you gain valuable skills while contributing to a dynamic team dedicated to client success. With a focus on accuracy and organisation, this position provides a meaningful opportunity to kickstart your career in finance administration within a thriving environment.
Contact Details:
Clarence Place Wealth Management Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Apprentice Personal Assistant / Client Servicing Administrator
✨Dive into Data Analytics Communities
Get involved in online forums and local meetups focused on business intelligence. Platforms like Reddit, LinkedIn Groups, or even local events can be goldmines for connecting with industry professionals who might have insider info about opportunities at companies like Clarence Place Wealth Management Ltd.
✨Showcase Your Work with Personal Projects
Consider creating a small portfolio demonstrating your skills in data analysis or visualisation. This could be anything from a project analysing public datasets to creating dashboards—having something tangible to show can really make us stand out during your apprenticeship search.
✨Get Familiar with Apprenticeship Platforms
Utilise platforms specifically tailored for apprenticeships. Websites like Apprenticeships.gov.uk or local job boards can help us find the latest openings, and many companies even post directly about their apprenticeship opportunities. Don't forget to check Clarence Place Wealth Management Ltd’s own careers page too!
✨Engage with Business Intelligence Tools
Familiarise yourself with popular BI tools like Tableau or Power BI. Showing that you can navigate these tools will not only impress recruiters but also give you a practical edge in interviews. Plus, we can find free online resources or courses to boost our skills before approaching companies like Clarence Place Wealth Management Ltd.
We think you need these skills to ace Apprentice Personal Assistant / Client Servicing Administrator
Some tips for your application 🫡
Show Off Your Analytical Skills:In the business intelligence world, we love a good number-cruncher! When crafting your CV, highlight any experience you have with data analysis, reporting, or relevant software. If you’ve done any projects that involved extracting insights from data, make sure to include those!
Craft a Motivational Cover Letter:Since this is an apprenticeship, we want to see your enthusiasm for learning and growing in the business intelligence field. Share why you're interested in business intelligence and what excites you about the role at Clarence Place Wealth Management Ltd. Let your passion shine through!
Keep It Relevant:Tailor your application documents to align with the skills we're looking for in an apprentice. Mention any coursework or certifications you've completed related to business intelligence, data analytics, or even general business acumen. Specific examples will help you stand out!
Show Your Team Spirit:Business intelligence isn't just about data; it's also about collaboration. Highlight any experience working in teams—whether that's through school projects, extracurricular activities, or volunteering. We want to know you can communicate well and work alongside others to drive results.
How to prepare for a job interview at Clarence Place Wealth Management Ltd
✨Dive into Data!
As this is a business intelligence apprenticeship, show off your enthusiasm for data! Be ready to discuss your experience with data analysis tools like Tableau, Power BI, or even Excel. Have some examples at hand that demonstrate how you've transformed raw data into actionable insights — it’ll show the interviewers your practical skills!
✨Know Your BI Basics
Brush up on fundamental BI concepts and methodologies. You're likely to face technical questions that test your knowledge of data warehousing, ETL processes, or SQL. Having a few key definitions and real-world scenarios prepared will help you stand out and show you're not just repeating phrases from a textbook.
✨Show Your Eagerness to Learn
Since this is an apprenticeship, employers are looking for potential over experience. Be sure to communicate your eagerness to learn and grow in the field. Talk about any relevant projects or coursework you’ve completed, showing them you’re proactive and ready to hit the ground running at Clarence Place Wealth Management Ltd.
✨Bring Along a Portfolio
Even for an apprenticeship, having a portfolio can be a big plus! Include any relevant projects you've worked on, such as data visualisations, reports, or case studies. This hands-on evidence of your skills will complement your verbal explanations, giving the interviewers a solid picture of what you can bring to the table.
