Client Administrator Apprentice

You will be working within the Financial Advisers managing client information, account setup and assisting clients.

Manage general office procedures to ensure processes and duties in the office flow efficiently

Ensuring smooth and efficient operations that directly impact client satisfaction and the overall success of an organisation.

Main Responsibilities/Accountabilities:

Office Management:

Provide administrative support to the financial advice team Diary management – booking in client meetings, managing financial adviser schedules and eliminating potential conflicts Taking inventory of office supplies and order more if needed Helping establish and maintain office procedures in line with the other MVAM offices Assisting senior management team when needed Answering phone calls, general emails and postal correspondence with clients as appropriate Files and archives accurate records Manages health and safety as well as fire regulations within the office

Client Acquisition:

Manage client onboarding process for new clients and set up of new accounts for existing clients Receive new and existing client information/ documents after meetings and process client forms, input data into investment platform Ensure content on MVAM client forms remains up to date Upkeep of accurate client records in CRM database Perform client ID and AML Verification checks for anti-money laundering purposes Submit and chase applications with lenders Assist with client requests and questions, including support of Investor Portal

Training:

This will include:

Financial Services Administrator Level 3 Apprenticeship Standard CII CF1 or R01 - Financial Services Regulations & Ethics Develop the knowledge, skills and behaviours of successful Financial Services Administrators Free CII membership for non-members through the CII Aspire Apprenticeship Programme Includes the CII CF1 or R01 digital study book and exam entry Fortnightly workshops for CII exams from our CII approved trainer All workshops recorded and available on-demand Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals Exam tips, tricks, and strategies Additional resources through RM Advance Regular tutorials and assessments from an experienced financial services professional

Training Outcome:
We are a small company and there is potential to progress pending completion of the apprenticeship

Employer Description:
MVAM Financial Advice is part of Mole Valley Asset Management (MVAM). The Hertford office provides financial advice services with a hands-on, client-focused approach. Mole Valley Asset management is an independent investment management firm dedicated to providing bespoke investment solutions for individuals, businesses, and charities. The firm prides itself on its local approach, innovative investment strategies, and commitment to helping clients achieve their financial goals. MVAM have offices in Dorking, Hertford and York.

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

Skills:
Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Non judgemental,Prioritisation skills,Time management,Interpersonal skills,Honest enthusiasm,Positive mindset on life/work,Responsible,Professional,Flexibility