Business Administration Apprentice - Financial Advisors

Key Duties and Responsibilities:

Binding, scanning, printing and filing duties, as required Basic letters and correspondence Scheduling client meetings Data entry using CRM 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 Sending out LOAs and chasing providers, completing CYC and checklists Posting weekly articles on Linked In pages

Training:
This is an 18-month Level 3 Business Administration Apprenticeship.  You will attend online masterclasses every month Functional skills in maths & English Level 2 (if required)

Training Outcome:

For the right candidate there is the potential to progress into a permanent role following the completion of the apprenticeship.

Employer Description:
Receiving correct and appropriate financial advice tailored to your needs is imperative in ensuring successful financial planning. 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. We advise clients in establishing invaluable financial planning strategies. We are aware that regular meetings to maintain, update and review planning are crucial to our role and clients’ best interests. As a Partner Practice of St. James's Place we have access to a wide range of specialist products, as well as their distinctive approach to wealth management, we are able to offer a comprehensive financial planning service for your individual needs. The advice we provide is also backed by the St. James's Place guarantee , giving you the peace of mind and comfort that you are in great hands. If you require any further information or need assistance in any matter please do not hesitate to contact us. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Working Hours :
Monday - Friday, 09.00 - 17 00.

Skills:
Attention to detail,Administrative skills,Initiative,Good knowledge of Word & Excel,Proactive,Self Organised,Able to multitask