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. This apprenticeship offers a route for a career in the financial sector.

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Closing date: 10 Dec 2023

Apprenticeship summary

  • Annual wage

    £9,609.60 to £18,964.40

    Wages explained

    Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

    Minimum Wage Rates
  • Working week

    9am - 5pm Monday - Friday

    Total hours per week: 35.0

  • Expected duration

    18 Months

  • Possible start date

    08 Jan 2024

  • Date posted

    21 Nov 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    2 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
  • 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 LinkedIn 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 CRM system in line with compliance regulations

The training you will be getting

  • Business Administration Apprenticeship (Level 3)
  • Day Release 
  • South Bank Colleges (SW4 9BL)

What to expect at the end of your apprenticeship

Further progression to continue based on personal development.

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, Team working, Initiative, Patience


GCSE or equivalent English/ Mathematics (Grade C/4 or above) Essential

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.







DA13 0PF

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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

Business 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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