Trainee Desk Administrator Apprenticeship

Day-to-day tasks include:

Assist with the new client account opening process as appropriate Assist with drafting client reports and correspondence that would accompany valuations, dealing with letters, Investment Manager recommendations, and responses to ad hoc client requests or queries Typing and filing Present documents professionally and in an appropriate format for Investment Manager sign-off Proof-read and check documents Follow up promptly on unfamiliar terminology, unclear speech or corrections Maintain filing systems, update information regularly and ensure the internal CRM system is kept up to date Ensure filing systems are checked before the annual File Review Proactively look for efficiencies and potential process improvements Complete SharePoint forms for Investment Manager approval Prepare payment, receipt, transfer and other forms for Investment Manager approval Help resolve administrative queries Take telephone messages and relay them to the Investment Manager Ensure client background & suitability reports are kept up to date Provide desk administration cover during periods of high volume, illness or other absence Make low risk payments via CRM up to £50k Any other ad hoc team administration as required Help resolve and respond to administrative queries from clients, referring, where appropriate, to the Investment Manager Develop relationships with clients by arranging and assisting at meetings as appropriate, including the preparation of necessary documentation Check dealing data to ensure reporting procedures are followed correctly Prepare transactions on the Firm’s systems for processing by the Investment Manager

Training:

A two-year placement that offers exposure and learning in all areas of the Investment Management Area via a 24-month programme of learning on the job.

The successful candidate will be provided with a Skills Coach, mentor and allocated appropriate time to learn and demonstrate the knowledge, skills and behaviour of the apprenticeship.

The role is based at our London office.

Qualifications achieved on successful completion of the programme.

Level 4 Investment Operations Specialist Apprenticeship CISI Investment Advice Diploma

Training Outcome:

Continued career in financial services, investment management support. 

Employer Description:

JM Finn offers a high quality, personalised investment management service that aims to meet the individual demands of today's private and professional investors. Designed to help guide our clients through the increasingly complex investment world, our personalised approach draws on traditional client service values. We have over £11bn of funds under management on behalf of over 18,500 client accounts, of which many are for families who have had investments overseen by JM Finn for several generations. We are seeking candidates with a strong motivation to work in Operations, a commitment to professionalism, a keen understanding of our business and a demonstrable desire for a long-term career within wealth management.

Working Hours :
Monday to Friday, 8:30am to 5pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Team working