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Apprentice Client Administrator Ardent Financial Planning

If you are keen to learn and want to receive a qualification at the same time, then come and join Ardent, a local company that is passionate about financial planning. You will assist the Client Relationship Administrator/Manager with all aspect of administration and client experience, working within given timescales.

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Closing date: 30 Oct 2022

Apprenticeship summary

  • Annual wage

    £12,000.00

    After 3 months service you will receive death in service benefit; company pension contribution of 5% plus employee contribution options; 21 days holiday, increasing one day per full completed year up to 26 days; 5 days holiday buy back

  • Working week

    Monday to Friday 9am to 5pm.

    Total hours per week: 37.5

  • Expected duration

    21 Months

  • Possible start date

    03 Nov 2022

  • Date posted

    26 Aug 2022

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000081090

  • Positions

    1 available

What will the apprentice be doing?

Main Responsibilities:

·       Greeting clients on arrival and settling them into the relevant                meeting room

·       Processing appointment confirmation to client

·       Maintaining the upkeep of meetings rooms so they are ready to            receive clients at any time

·       Ensuring technology is ready for the Adviser prior to the client              meeting

·       Assisting with work carried out on financial forecasting software

·       Answering the phone and dealing with any new enquiries adding          them into the back-office system

·       Answering the door and dealing with any face-to-face enquiries

·       Processing and distributing incoming post, preparing and                      franking outgoing post

·       Preparing birthday cards for clients and ordering gifts when                  required

·       Ordering stationery and general office supplies

·       Preparing client packs/printing where required

·       Scanning

·       Assisting with processing letter of authority requests for the                  CRA/CRM

 

What training will the apprentice take and what qualification will the apprentice get at the end?

You will work towards the Level 3 Business Administration apprenticeship and will work 4 days per week in the business and attend York College 1 day per week.

What is the expected career progression after this apprenticeship?

Once the apprenticeship has been completed, there is potential to move from Client Administrator to Client Relationship Administrator (vacancy dependent).

Requirements and prospects

Desired skills and personal qualities

IT skills, Attention to detail, Organisation skills, Customer care skills, Logical, Team working, Creative, Initiative, Non judgemental, Patience

Qualifications

GCSE or equivalent English (Grade 4/C) Essential
GCSE or equivalent maths (Grade 4/C) Essential
A Level or equivalent any (Grade C) Desired

Things to consider

The offices are on 3 floors of the building and we do not have lifts. After you submit your application, please look out for an email from businesspartnerships@yorkcollege.ac.uk. You must reply, otherwise your application will not be considered.

About the employer

At Ardent, we are passionate about helping our clients make the most of their finances. This is achieved by getting to know them, their lifestyle and aspirations before offering personalised financial planning and advice tailored for the client.

Employer

Ardent Financial Planning

Address

80 CLIFTON

YORK

YO30 6BA

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Training

Training provider

YORK COLLEGE

Contact

Business Partnerships

businesspartnerships@yorkcollege.ac.uk

01904770368

Apprenticeship standard

Business administrator

Level 3 (A level)

Before you apply

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