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- Tasks: Join us as an apprentice, handling data entry, client correspondence, and office support tasks.
- Company: Sterling Financial Services is a growing firm focused on personalised financial advice for high-net-worth clients.
- Benefits: Gain valuable experience with a Level 3 apprenticeship and enjoy a supportive team environment.
- Why this job: This role offers hands-on experience in finance, perfect for building your career while making a real impact.
- Qualifications: No prior experience needed; just bring your enthusiasm and willingness to learn!
- Other info: Apply by 14/02/2025 for a chance to start your journey in the financial sector.
Key Duties and Responsibilities:
- Scanning, printing and filing duties, as required
- Basic letters and correspondence
- Scheduling client meetings
- Data entry using Excel and internal IT systems
- Preparing report packs
- 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
- E-filing and saving documents onto the cloud
- Assisting the Business Processing Administrator with sending out LOAs and chasing providers
- 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
- Logging all calls and emails on CRM system in line with compliance regulations
Skills Required:
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Administrative skills
- Number skills
- Analytical skills
- Logical thinking
- Team working
- Creativity
- Initiative
- Non-judgemental attitude
- Patience
- Enthusiasm
- Punctuality
Financial Services Administrator Assistant Apprentice employer: Getting In Limited
Contact Detail:
Getting In Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator Assistant Apprentice
✨Tip Number 1
Familiarise yourself with the financial services industry. Understanding basic concepts like investment strategies and client management will help you stand out during interviews and show your genuine interest in the role.
✨Tip Number 2
Practice your communication skills, especially over the phone. Since you'll be handling general enquiry calls, being articulate and professional will make a great impression on potential employers.
✨Tip Number 3
Get comfortable with Excel and other IT systems. Brush up on your data entry skills and learn how to create basic spreadsheets, as these are essential for the role and will demonstrate your readiness to take on the tasks.
✨Tip Number 4
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. This will highlight your ability to handle the administrative demands of the position effectively.
We think you need these skills to ace Financial Services Administrator Assistant Apprentice
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the duties of a Financial Services Administrator Assistant. Focus on your communication, IT, and organisational skills, as these are crucial for the role.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses why you want to work in financial services and how your background makes you a suitable candidate. Mention your enthusiasm for learning and any relevant coursework or experiences.
Highlight Relevant Skills: In your application, emphasise skills such as attention to detail, customer care, and teamwork. Provide examples of how you've demonstrated these skills in previous roles or academic projects.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are key in the financial sector.
How to prepare for a job interview at Getting In Limited
✨Showcase Your Organisational Skills
As a Financial Services Administrator Assistant Apprentice, you'll need to demonstrate strong organisational skills. Be prepared to discuss how you've managed tasks in the past, such as scheduling meetings or maintaining records, and provide examples of how you prioritise your workload.
✨Familiarise Yourself with Financial Terminology
Understanding basic financial terms and concepts will give you an edge in the interview. Brush up on relevant terminology and be ready to explain how it relates to the role, especially when discussing client meeting packs and data entry tasks.
✨Demonstrate Your IT Proficiency
Since the role involves using Excel and internal IT systems, be prepared to discuss your experience with these tools. You might even want to mention any specific projects where you've used Excel for data entry or analysis, showcasing your technical skills.
✨Exhibit Strong Communication Skills
Effective communication is key in this role, especially when answering calls and handling client enquiries. Practice articulating your thoughts clearly and professionally, and consider preparing a few examples of how you've successfully communicated in previous roles or situations.
