London Apprentice

As an Apprentice, you will be provided with the necessary training and support to enable you to carry out your duties. These will likely include many of the following:

Providing day-to-day team support, helping to keep processes running smoothly and efficiently.  Coordinating meetings, managing Outlook diaries, and ensuring everything is organised and on track.  Supporting team projects and contributing ideas to improve ways of working.  Collaborating with colleagues across different departments to understand how the business connects.  Acting as a reliable point of contact within your team for queries and coordination.  Preparing documents such as presentations, reports, and meeting materials.  Managing correspondence, including emails and phone enquiries.  Maintaining accurate records using internal systems.  Supporting with data gathering and liaising with third-party providers.  Building your understanding of financial services processes, including regulatory requirements. 

Training Outcome:

After completing the Financial Services Administrator Level 3 apprenticeship, apprentices are expected to progress into more established administrative or operational roles within financial services.  

This may include opportunities in areas such as client services, operations, compliance support, onboarding, or team administration.  
With experience, individuals may move into more specialist positions or continue their development through further professional qualifications or advanced apprenticeships.  

The apprenticeship provides a strong foundation of industry knowledge, practical skills, and workplace experience, helping learners build confidence and prepare for longer-term career progression within the financial services sector. 

Employer Description:

Raymond James, London Wall
We offer truly bespoke discretionary management services. Benefitting from being part of a global financial services firm but offering a boutique, client-centric family office service, our priority is fully understanding exactly what your expectations and requirements are, taking into account timescale, attitude to risk and any personal preferences. To make sure any changes are fully understood, we recommend meeting personally at least once a year or as often as you would wish. This may be at your home or place of work as well as at our offices in the City of London.

The investment world is continually changing, and we are able to fully access all the resources a company of Raymond James’ size offers, not just in investments, but also cutting-edge technology and systems.

Having established your requirements, we manage your assets on a discretionary basis, allowing us to implement strategies in the most efficient manner and to take advantage of opportunities as and when they appear. Alongside this, some clients may wish to have their own holdings, which they choose or wish to hold, and we offer satellite ‘Execution Only’ accounts that allow us to concentrate on your core mandate. You’ll also be able to monitor your own investments, 24/7, through Client Access – Raymond James’ secure online portal. 

We have an extensive research capability with access to analysts employed by Raymond James and its affiliates who provide analysis on securities across the globe with award-winning research.  

Working Hours :
35 hour working week, 18-month contract duration. Days and shifts TBC.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience