Apprentice Administrator CLARENCE PLACE WEALTH MANAGEMENT LTD
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.
Closing date: 10 Dec 2023
Apprenticeship summary
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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
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Expected duration
18 Months
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Possible start date
08 Jan 2024
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Date posted
21 Nov 2023
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Apprenticeship level
Advanced
Level 3 (A level) -
Reference number
VAC1000212876
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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
General:
- 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
Qualifications
About the employer
Employer
CLARENCE PLACE WEALTH MANAGEMENT LTD
https://www.clarenceplace.co.uk/
Address
19 CHEYNE WALK
MEOPHAM
GRAVESEND
DA13 0PF
Training
Training provider
SOUTH BANK COLLEGES
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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