Apprentice Financial Services Administrator Vantage Financial Ltd

Wealth management practice requires well-presented Apprentice with ambition to develop long-term towards successful City career. Initially the Apprentice will learn the basics of pension, investment and insurance; then gradually assume responsibility for more complex administration duties; finally progressing towards preparing regulated reports.

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Closing date: 25 Oct 2017

Apprenticeship summary

  • Annual wage

    £16,000.00

  • Working week

    Hours 9-5 (flexibility available)

    Total hours per week: 35.00

  • Apprenticeship duration

    18 months

  • Possible start date

    06 Nov 2017

  • Date posted

    7 days ago

  • Apprenticeship level

    Advanced Level Apprenticeship

  • Reference number

    VAC001320532

  • Positions

    1 available

Wealth management practice requires well-presented Apprentice with ambition to develop long-term towards successful City career. Initially shadowing the current Administrator, the Apprentice will first learn the basics of pension, investment and insurance; then gradually assume responsibility for more and more complex administration duties; finally progressing towards preparing regulated reports, and then – for the right candidate – towards advising clients.

Duties to include:

  • Use of Microsoft Office programs to produce client documents
  • Maintain client database on practice Customer Relationship Management system
  • Obtain accurate portfolio valuations from pension/investment provider systems
  • Prepare client review meeting packs
  • Responsibility for post, email and phone contact from clients and providers
  • Greet clients upon arrival at office, making tea or coffee
  • Send clients' Letters of Authority to providers to obtain accurate policy details
  • Prepare letters documenting process of regulated client review process
  • Monitor and summarise cash flow reports
  • Maintain client files – scanning and organising notes and correspondence
  • Responsibility for purchasing office supplies
  • Plan Adviser travel around UK & Europe
  • Working towards the efficiency and profitability of the business

Requirements and prospects

Desired skills

Key Skills:-

  • Active listening skills
  • Good numerical skills
  • Good IT skills
  • Good verbal communication
  • Good spelling, punctuation and grammar
  • Good prioritising work tasks
  • Commercial awareness

Personal qualities

  • Attention to detail skills
  • Emotional intelligence
  • Resilience
  • Uses own Initiative
  • Self-awareness
  • Intellectual curiosity
  • Subtlety
  • Perceptive
  • Analytical

Qualifications required

Good standard of GCSE's A - C Maths & English or equivalent.

Future prospects

Trainee Financial Adviser.

Things to consider

Fast pace environment, emotional intelligence, good with people, multi-tasking. Annual Salary from £16,000 to £18,000 (Plus Bonus)

About the employer

Vantage Wealth specialise in dealing with the diverse financial needs of London-based professionals who look to us for advice and guidance and appreciate our direct manner. We operate under the self-evident assumptions that none of our clients wish to:- •Pay unnecessary tax - on income, capital gains or death •Be poor in old age •Leave their family destitute under any circumstances •Deceive themselves about the reality of their situation •Waste time Our clients should expect:- We propose bold solutions with occasionally brutal honesty. Our approach is forthright and direct. We question our clients closely and robustly about their hopes, goals and financial aspirations. Our discussions with you will focus on what you want to achieve - not on products and policies. Our style and manner may not suit everyone, but being honest with clients about their situation merely saves time by recognising reality earlier.

Employer

Vantage Financial Ltd

Address

2

Lambeth Hill

London

EC4V 4AR

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Training provider

  • Business Administration Level 3
  • Functional Skills (If required)
  • ERR Employment Rights and Responsibilities workbook
  • PLTS – Personal Learning and Thinking Skills

Apprenticeship framework

Business and Administration

Training provider

COMMON COUNCIL OF THE CITY OF LONDON

Applications for this apprenticeship are being processed by City of London

Contact

Catherine Hughes 0207 332 3209 catherine.hughes@cityoflondon.gov.uk


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Closing date: 25 Oct 2017