Client Administrator Apprentice

Summary

We are looking for an ambitious and naturally enthusiastic person to join our close-knit team who is eager to learn and has an interest in finance. The Client Administrator will support an experienced financial advice team in all aspects of their work and will play a key role in the overall smooth running of the office.

Wage

£20,000 a year

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Training course

Financial services administrator (level 3)

Hours

Monday - Friday, 9.00am - 5.00pm

35 hours a week

Start date

Monday 1 September 2025

Duration

1 year 5 months

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

You will be working within the Financial Advisers managing client information, updating records and assisting clients with account set up.

Manage general office procedures to ensure processes and duties in the office flow efficiently

Ensuring smooth and efficient operations that directly impact client satisfaction and the overall success of an organisation.

Main Responsibilities/Accountabilities:

Office Management:

Provide administrative support to the financial advice team
Diary management - book in client meetings
Taking inventory of office supplies and order more if needed
Helping establish and maintain office procedures in line with the other MVAM offices
Assisting senior management team when needed
Answering phone calls, general emails and postal correspondence
Maintain files and archives, accurate records
Manages health and safety as well as fire regulations within the office

Client Acquisition:

Manage client onboarding process for new clients and set up of new accounts for existing clients
Receive new and existing client information/documents after meetings and process client forms, input data into investment platform
Ensure content on MVAM client forms remains up to date
Upkeep of accurate client records in CRM database
Perform client ID and AML Verification checks for anti-money laundering purposes
Submit and chase applications with lenders
Assist with client requests and questions, including support of Investor Portal

Skills Required:

Good communication and interpersonal skills within the company and over communication mediums
Organised with keen eye for accuracy and attention to detail
Time management and prioritisation skills

Behaviour:

Honest enthusiasm for company’s aims and objectives
Positive mindset on life and work
Happy to take initiative and responsibility
Not dogmatic
Behave professionally whilst being open to listening to others, expressing feelings and communicating transparently
Recognise that everyone is an individual, with own needs and perspectives
Make others aware of inter-personal conflict or behaviour that doesn’t fit the company culture
Comfortable interacting with wide range of people at all levels
Flexibility to accommodate occasional early/late work and external events
Flexible team player prepared to take on several tasks to support the department and the company as a whole

Where you'll work

3 Port Hill
Hertford
SG14 1PJ

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

SKILLS EDGE TRAINING LTD

Your training course

Financial services administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents

Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

Your training plan

This will include:

Financial Services Administrator Level 3 Apprenticeship Standard
CII CF1 or R01 - Financial Services Regulations & 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 or R01 digital study book and exam entry
Fortnightly workshops for CII exams from our CII approved trainer
All workshops recorded and available on-demand
Interactive chat, forums and class notebooks 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

Requirements

Essential qualifications

GCSE in:

5 GCSE’s including English and Maths (grade C/4 or above)

A Level in:

2 Subjects or equivalent (L3) (grade C or above)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
Attention to detail
Organisation skills
Team working
Initiative
Non judgemental
Prioritisation skills
Time management
Interpersonal skills
Honest enthusiasm
Positive mindset on life/work
Responsible
Professional
Flexibility

Other requirements

Pension Contribution: The role includes a 5% employer pension contribution after 3 months of employment. Health Insurance: Private health insurance is provided after a 6 month probation period. Background Checks: Employment is subject to satisfactory DBS (Disclosure and Barring Service) checks and AML (Anti-Money Laundering) checks in line with regulatory requirements. Probation Period: A standard probationary period of 6 months applies.

About this company

MVAM Financial Advice is part of Mole Valley Asset Management. The firm prides itself on its unique combination of commitment to helping clients achieve their financial and life goals, and, as part of this, the offer of innovative investment solutions. MVAM has offices in Dorking, Hertford, and York. The Hertford Office solely provides financial advice services with a hands-on client focused approach. The majority if the advice we give is focused on clients who are approaching retirement or making decisions about how they take their pensions to provide them with income once they retire. We also provide savings and investment advice.

https://www.mvam.com/ (opens in new tab)

After this apprenticeship

We are a small company and there is potential to progress pending completion of the apprenticeship.

Ask a question

The contact for this apprenticeship is:

SKILLS EDGE TRAINING LTD

Calvin Goodson

calvin.goodson@skillsedge.co.uk

The reference code for this apprenticeship is VAC1000319442.

Apply now

Closes on Monday 30 June 2025

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