Client Services Admin Apprentice GOODALL-SMITH WEALTH MANAGEMENT LIMITED

Are you looking for an exciting new adventure in Business? We’re looking for a Client Services Administrator to join us for a Level 3 Business Administration Apprenticeship within our successful finance wealth management practice in Berkshire.

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Closing date: 24 Mar 2023

Apprenticeship summary

  • Annual wage

    £16,000.00

    Basic salary increases to a minimum of £17,500 plus bonus on completion of the apprenticeship. In addition, from day one, you'll benefit from a our bonus scheme, 33 days paid holiday, 3% employer pension contributions and local gym membership.

  • Working week

    Monday - Friday, 8.30am - 5.00pm

    Total hours per week: 37.5

  • Expected duration

    18 Months

  • Possible start date

    27 Mar 2023

  • Date posted

    23 Feb 2023

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000137163

  • Positions

    1 available

What will the apprentice be doing?

  • You'll be a vital part of Client Services, working together as a team to meet our clients' finance needs
  • You'll be exposed to every role in the team, supporting, making suggestions for improvements and contributing to our team goals
  • You’ll follow methodical processes and request and collate vital information on our clients’ financial policies to enable the advisor to make suitable recommendations
  • You’ll make calls and send emails to request detailed information from providers, on clients' investment and retirement policies and input the information into formatted templates
  • You’ll manage post, send regular updates to clients and the team and compile meeting notes
  • You’ll provide a meet and greet hospitality service to our client’s visiting the office

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

  • The candidate will complete an apprenticeship within the agreed
    subject for the vacancy
  • This may include a BTEC
  • Diploma/Standard and End Point Assessment and Functional
    Skills in maths, English and ICT
  • The above will be delivered by Weir Training Limited
  • You’ll be given full training on all systems and processes
  • You’ll be supported in achieving your Level 3 Business Administration Apprenticeship by your designated apprenticeship mentor. In addition to helping learn your new role, they will be on hand to support you with your coursework. All training will take place at the office in Twyford

What is the expected career progression after this apprenticeship?

  • We believe in investing in talent and bringing individuals with us on our journey
  • After completion of the apprenticeship there is further opportunity to progress within the Practice and within the finance industry
  • In time, you will also have access to SJP’s Paraplanner and Financial Advisor ‘Career Academies’ should you wish to pursue this career path

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Administrative skills, Analytical skills, Logical, Team working, Initiative

Qualifications

GCSE or equivalent English (Grade Grade 4 or above) Desired
GCSE or equivalent Maths (Grade Grade 4 or above) Desired

Things to consider

Twyford sits on the main train line to London Paddington, between Maidenhead and Reading as well as being a station on the new Elizabeth Line. We are only a 5 min walk from Twyford train station. There are local pay and display car parks. The office sits right in the centre of Twyford town, surrounded by shops and cafes.

About the employer

‘Goodall-Smith Wealth Management’ is a highly successful partner practice of St James Place Wealth Management Plc (SJP), a leading FTSE 100 UK Company. We advise on a range of Investment & Retirement products, helping our high net worth clients achieve their personal financial objectives. We offer a first-class service to all our clients. You will be an integral part of our small and very busy office in the centre of Twyford, ensuring we deliver exceptional outcomes for our clients.

Employer

GOODALL-SMITH WEALTH MANAGEMENT LIMITED

Address

2a High Street

Twyford

Reading

RG10 0XR

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Training

Training provider

WEIR TRAINING LIMITED

Contact

Kerry Hodgson

kerry@weirtraining.co.uk

01932 567676

Apprenticeship standard

Business administrator

Level 3 (A level)


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