Introduction
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.
About the Employer
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
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Apprentice Personal Assistant / Client Servicing Administrator in London 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
