PA Support and Administrative Apprentice BRIGHTSIDE WEALTH MANAGEMENT LIMITED

Grab this opportunity to work in a local financial adviser practice. You will learn every role within the practice before you decide which role excites you the most and ultimately build a successful career. You will be completing the client serving process; generating review letters, submitting on salesforce, fund switches and follow up actions.

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Closing date: 31 Oct 2023

Apprenticeship summary

  • Annual wage

    £12,740.00

    £12,740.00. per annum, £7.00 per hour

  • Working week

    9am – 5pm Monday to Friday, 1 hour for lunch.

    Total hours per week: 35

  • Expected duration

    15 Months

  • Possible start date

    06 Nov 2023

  • Date posted

    08 Jun 2023

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC1000171670

  • Positions

    1 available

What will the apprentice be doing?

As an Administrator Apprentice you will be starting in the best place to learn and develop your knowledge and skills ready to progress your career further within the practice. Initially, you will be spending time learning the relevant systems, processes and standards needed on a day-to-day basis. Over time your role and your responsibilities will grow in line with on-the-job training alongside completing your apprentice programme.

  • Setting up clients on systems and updating after business concluded.
  • Completing the client serving process; generating review letters, submitting on salesforce, fund switches and follow up actions.
  • Sending letter of authority to clients, providers, chasing ceding scheme and updating checklists
  • Updating advisers on progress of cases and completing any requests
  • Completing ad hoc client requests e.g., sending forms, updating addresses
  • Maintaining and cleansing client data
  • New business: creating illustrations and submitting new business.
  • Communicating with clients via email, phone and occasionally greeting when they visit the office.  Keep clients informed on enquiries and status.

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

  • Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and Ethics
  • Develop the knowledge, skills and behaviours of successful Financial Services Administrators
  • Free CII membership for non-members through the CII Aspire Apprenticeship Programme
  • Includes the CII CF1 study book and exam entry
  • CII and EPA resits are to be covered by the employer
  • Fortnightly workshops for the CF1 exam from our CII approved trainer
  • All workshops recorded and available on-demand
  • Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
  • Exam tips, tricks, and strategies
  • Additional resources through RM Advance
  • Regular tutorials and assessments from an experienced financial services professional
  • R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge.

What is the expected career progression after this apprenticeship?

Apprenticeship where you will learn all aspects of a Financial Advisers practice.  Afterwards there are opportunities to train further and specialise e.g., financial adviser, PA, paraplanner etc.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Microsoft Office, Confidentiality

Qualifications

GCSE or equivalent 4 Subjects including Maths and English (Grade 4/C or above) Essential

Things to consider

Any course completed in finance or business studies could be an advantage but not essential. 20 days holiday + Bank holidays. Takes personal responsibility and ownership for maintaining the service standards delivered by the team. Self-motivated. Ability to work on their own and manage own work loads. Strong confident communicator - enough to communicate if there is a problem or they do not understand the instruction, especially if they have made a mistake. To be able to ask for help if overwhelmed. Maturity in their approach and communication with clients, especially when the matter is sensitive e.g., client passed away.

About the employer

You work hard for your money - it’s our job to make it work hard for you. Brightside is an experienced team of professional financial advisers and wealth management specialists covering Suffolk, Cambridgeshire and Essex. We help individuals, their families and their businesses to build and preserve their capital, manage their cash, make the right investment choices and realise their financial ambitions and aspirations. We believe sound financial advice should be accessible, straight-talking and reliable - and that everyone and anyone can benefit from it. With our help and expertise alongside, you will be better-informed to make smarter money decisions throughout life and as your financial plans, circumstances, and priorities inevitably change over time. Our clients are at the heart of our business. We treat every penny of their money as we would our own. With a combined experience spanning more than 50 years, we have had the privilege of working with multiple generations of families through some of life’s darkest days and brightest moments. It is never too soon or too late to start a conversation. Industry studies show that people who take financial advice are better off over the long term than those who don't, building up more financial assets and more years of funded retirement. So, whoever you are, whatever your bank balance and however you want to live your life, looking on the Brightside will make a difference. 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.

Employer

BRIGHTSIDE WEALTH MANAGEMENT LIMITED

Address

BLACKWATER HOUSE

7 FINBOROUGH ROAD

STOWMARKET

IP14 1PN

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Training

Training provider

SKILLS EDGE TRAINING LTD

Contact

Paige Waistell

paige.waistell@skillsedge.co.uk

0333 358 3559

Apprenticeship standard

Financial services administrator

Level 3 (A level)

Before you apply

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