Apprentice Personal Assistant / Client Servicing Administrator
PA & Client Servicing:
Executive & Diary Support: Manage the Business Owner’s inbox and calendar (scheduling meetings, debriefs, and client calls), provide personal / business 1:1 EA support.
Client Onboarding & Relations: Act as the first point of contact for prospect and incoming client queries (routing technical issues to Admin), schedule, confirm, and follow up on client meetings.
Service Proposition & Communications: Maintain client segmentation schedules (MiFID II), issue Wealth Accounts, distribute market announcements, and send client gifts.
Account Operations: Process fund switches, handle withdrawal requests, update CRM / Admin Centre data (address / bank details), and nurture client relationships for referrals.
Administration:
Meeting & File Preparation: Create client meeting packs, collaborate on APTs, onboard new clients post-processing, and take meeting minutes.
Task & Records Management: Input / delegate CRM tasks, maintain electronic / physical files, handle scanning, use internal intranet systems, and ensure GDPR compliance.
General Practice Support:
Team Collaboration: Support the Director and Admin team, assist colleagues with urgent priorities, and answer incoming calls professionally while logging interactions on CRM.
Operational Quality: Identify service improvements, keep office areas tidy, and ensure secure shredding of confidential documents.
Training:
Remote Learning via Teams.
Training Outcome:
To be discussed nearer the end of the apprenticeship.
Employer Description:
Clarence Place Wealth Management Ltd is a UK-based financial planning firm and Senior Partner Practice of St. James’s Place Wealth Management. Located in London/Kent, the firm provides tailored financial advice and wealth management strategies to individual and corporate clients.
Working Hours :
Monday - Friday 9.00am - 5.00pm (lunch hour to be discussed and agreed).
Skills:
IT skills,Attention to detail,Organisation skills,Team working,Initiative,Able to prioritise,Flexible approach to workload,Enjoys working in a PA/ Admin,Accuracy,Trustworthy and loyal.