Apprentice Administrator

Your purpose will be to provide administrative support to the Practice to ensure that the relationships between their clients can be optimised and assist with the daily operation of the office.

Key duties and responsibilities:

Deal effectively with queries from clients and other parties through effective communication; Prepare meeting preparation documentation to ensure advisers are prepared for all client meetings. Ensure that files are complete with all required Anti-Money Laundering documentation and client records are created on the relevant systems. Order report documentation required (CGT reports, Investor Returns, Wealth Accounts). Complete simple bond calculations for withdrawals. Prepare and send Letters of Authority to clients for signing and ensuring they are forwarded onto the relevant providers. Chasing third parties for relevant information. Provide administrative support to the Practice. Answering the office phone line and taking detailed messages if required. Collecting post, scanning and filing. Monitoring the practice inbox. Sending out client gifts (birthday, Christmas). Withdrawals (ISAs, UTs, IBs).

Special requirements: Complete Gold PSS accreditation within 6 months.
 

Training:

The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.

As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. 

Key Learning Outcomes:

A broad understanding of the financial services sector An understanding of the role of the appropriate regulatory bodies The importance of relationship building with clients and colleagues Understanding of processes and procedures relevant to the role How to develop commercial awareness Building skills and capabilities within an organisation

Professional Qualifications:

R01 - awarded by The Chartered Insurance Institute (CII)

Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas.

To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.

Training Outcome:

There are opportunities for progression at Royston Fox Associates and this will be discussed throughout apprenticeship. 

Employer Description:
Royston Fox Associates is an Appointed Representative of St. James's Place. We are a Wealth Management organisation who deliver one to one financial advice on a variety of Investment products and put our client's at the heart of everything we do. Understanding clients' personal and business objectives to deliver financial advice that is right for each individual.

Working Hours :
Monday to Friday, 9.00am to 5.00pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Team working,Creative,Initiative,Patience,Positive attitude