Apprentice Administration Assistant Clarence Place Wealth Management Ltd

An Apprentice Administration Assistant position has arisen. This is a chance to work with a financial services team with passion, quality, trust and respect values being at the core of their beliefs. You will learn how to provide a full administrative service to the team, together with dealing with providers and clients.

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Closing date: 13 Dec 2023

Apprenticeship summary

  • Annual wage


    £6 per – Wage to be reviewed at 6 months with potential uplift dependant on performance. Bonus Structure to be discussed. 25 days holiday + bank holidays

  • Working week

    Monday - Friday: 9am - 5pm (½ hour unpaid lunch).

    Total hours per week: 37.5

  • Expected duration

    15 Months

  • Possible start date

    18 Dec 2023

  • Date posted

    09 Nov 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What you will do in your working day

Key Duties and Responsibilities:

  • Binding, scanning, printing and filing duties, as required
  • Basic letters and correspondence
  • Scheduling client meetings
  • Data entry using Excel and St. James’s Place internal IT systems
  • Client birthday and Christmas cards
  • Office Receipts
  • Preparing report packs
  • Head Office follow-up / general enquiry calls
  • Stationery monitoring / ordering
  • Assisting with the preparation of client meeting packs
  • Maintaining and updating client records
  • Downloading / printing factsheets
  • Preparing and printing mail merges 
  • Attending internal/external training courses and events where required, which may require some travel
  • E-filing and saving documents onto the cloud
  • Sending confidential documents to clients via Qwil
  • Assisting the Business Processing Administrator with sending out LOAs and chasing providers
  • Posting weekly articles on Linked In pages


  • Working closely with the PA/Client Servicing Administrators and Business Processing Administrator
  • Supporting the Practice’s ongoing expansion and administrative demands
  • Answering incoming telephone calls in a professional and polite manner
  • Shredding of all confidential information
  • Keeping the office area tidy and presentable at all times
  • Using the internal intranet system to manage client basic enquiries
  • Team working
  • Logging all calls and emails on the CRM system in line with compliance regulations

The training you will be getting

Level 3 Financial Services Administrator Apprenticeship Standard.

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

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:

CeMAP (UKFR) module 1 – awarded by The London Institute of Banking and Finance (LIBF)

Completion of CF1 will provide a solid foundation for the learner and can lead 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.

The apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regularly scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.

What to expect at the end of your apprenticeship

This apprenticeship offers a route to a career in the financial sector. A permanent position will be available upon completion of the apprenticeship depending on performance.

As an entry-level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Presentation skills, Administrative skills, Number skills, Analytical skills, Logical, Team working, Creative, Initiative, Non judgemental, Patience, Enthusiastic, Punctual


GCSE or equivalent Maths, English and 3 others (Grade C/4 or above) Essential

Things to consider

Please note you may be asked to complete suitability assessments as part of the recruitment process. Once you have submitted your application, you will be contacted to discuss your application and arrange a telephone interview if you meet our initial shortlisting criteria. Your application may be shared with training provider and employer.

About the employer

Here at Clarence Place Wealth Management Ltd, we firmly believe it is vital that we build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to wealth management and financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation. We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning


Clarence Place Wealth Management Ltd


Mission House

19 Royal Pier Road


DA12 2BD


Alison Lowery

07842 013341

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Training provider


Adjustments for experience

You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:

  • training
  • qualifications, like an NVQ in a relevant field
  • industry or sector experience

Apprenticeship standard

Financial services administrator

Level 3 (A level)

Demonstrating experience

If your application is successful, you will have a chance to discuss your relevant prior learning or experience with your training provider and employer. You will all need to agree any adjustments to your training plan.

You should be prepared to show your competence, and evidence of relevant qualifications

Before you apply

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