Apprentice Administration Assistant

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 Linked In pages

General:

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

Training:

Level 3 Financial Services Administrator Apprenticeship Standard:

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 foundation 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

Professional Qualifications:

CF1 awarded by the Chartered Insurance Insitute (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

Training Outcome:
This apprenticeship offers a route for a career in the financial sector A permanent position will be available upon completion of the apprenticeship dependant on performance

Employer Description:
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.

Working Hours :
Monday - Friday, 9.00am - 5.00pm

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Enthusiastic,Punctual