At a Glance
- Tasks: Support our Client Services team with administration and client communications.
- Company: Join Taylor Money, a family-owned wealth management firm in beautiful Cornwall.
- Benefits: Gain valuable skills, enjoy a supportive environment, and potential for career progression.
- Other info: Dynamic role with opportunities for further training and long-term career growth.
- Why this job: Kickstart your career in financial services while making a real difference for clients.
- Qualifications: GCSE Maths and English at grade 4/C or above; strong communication and organisational skills.
The predicted salary is between 31500 - 38500 £ per year.
Join Taylor Money as a Client Services Administration Apprentice and start a rewarding career in financial services. Gain valuable administration and communication skills in a supportive team while helping deliver excellent client service. Perfect for someone organised, motivated and eager to learn.
Taylor Money is a boutique, family-owned wealth management firm based in Falmouth, Cornwall. For 35 years we have been helping clients make good decisions with their money. We pride ourselves on investing our time with our clients to understand what is important to them now and in the future. This equips them with a financial plan enabling them to protect and provide for those that matter the most.
As a Client Services Administration Apprentice, you will work at the heart of our business operations, supporting our Client Services team with the day-to-day administration that helps Taylor Money deliver an excellent service to clients. This is a varied and practical role where you will learn how a financial services business operates, develop your administration and communication skills, and gain experience working with colleagues, clients and external providers. With guidance from the administration and management teams, you will help with client communications, meeting preparation, business processing, diary support, CRM updates and general office administration, while building confidence and knowledge as part of your apprenticeship.
Key tasks will include:
- Answering the phone, sending emails, preparing letters and communicating with clients, colleagues and external providers in a professional and helpful manner.
- Supporting diary management, booking appointments and helping to prepare materials for client meetings.
- Assisting with the processing of client business, including completing and checking paperwork, chasing information where needed and helping to keep records up to date on the CRM system.
- Learning how to support work from start to finish, working closely with the Client Services team, wealth managers and paraplanners.
- Helping with internal projects under the guidance of the administration and management teams.
- Supporting the smooth running of the office by helping to keep the working environment organised, tidy and welcoming.
- Attending and supporting company events where required, including helping to welcome clients and contacts.
- Carrying out general office administration tasks to support the team and contribute to the overall goals of the business.
For this apprenticeship, we are looking for someone with a positive, can-do attitude, strong attention to detail, good communication skills and a willingness to learn. The existing role highlights the importance of being organised, motivated, confident when dealing with colleagues, clients and third parties, and able to work with honesty, integrity and discretion.
This apprenticeship provides an excellent foundation for a career in financial services. Successful completion may lead to a permanent role within our Client Services Team, where you can continue to develop your skills and take on greater responsibility. Taylor Money is committed to supporting professional development and offers opportunities for further training, qualifications and encourages long-term career progression within the business.
Skills Required:
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Administrative skills
- Team working
- Initiative
- Friendly & professional
- Able to multitask
- Proactive
- Microsoft Office
Qualifications:
- Essential - GCSE - Maths and English - 4/C or above
Course Information:
- Course: Financial services administrator (level 3)
- Level: 3
- Route: Legal, finance and accounting
- Apprenticeship Level: Advanced
Working Arrangements:
- Working Week: Monday to Thursday 9:00am - 5:00pm, Friday 8:00am - 4:00pm, 1 hour lunch break, 35 hours per week.
- Expected Duration: 1 Year
- Training Provider: SKILLS EDGE TRAINING LTD
Client Services Administration Apprentice in Falmouth employer: Taylor Money Ltd
Taylor Money is an exceptional employer, offering a supportive and nurturing environment for aspiring professionals in the financial services sector. As a family-owned firm in the picturesque town of Falmouth, Cornwall, we prioritise employee growth through comprehensive training and development opportunities, ensuring that our apprentices gain valuable skills while contributing to a collaborative team culture. Join us to embark on a meaningful career path where your contributions are valued, and you can make a real difference in clients' lives.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administration Apprentice in Falmouth
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Taylor Money Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Services Administration Apprentice in Falmouth
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Taylor Money Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Taylor Money Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Taylor Money Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Taylor Money Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Taylor Money Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Taylor Money Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
