Business Administration Apprentice - Financial Advisors
CLARENCE PLACE WEALTH MANAGEMENT LTD
Gravesend (DA12 2BD)
Closes in 23 days (Monday 30 June 2025 at 11:59pm)
Posted on 3 June 2025
Contents
Summary
Clarence Place Wealth Management are seeking a candidate with initiative and a willingness to learn. As a administration assistant you will have good administrative and data entry skills and you will be a confident communicator over the phone and on emails. Good time management skills and a positive, proactive approach are essential.
- Wage
-
£14,918.80 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
- Training course
- Business administrator (level 3)
- Hours
-
Monday - Friday, 09:00 - 17:00.
37 hours 30 minutes a week
- Start date
-
Tuesday 1 July 2025
- Duration
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1 year 6 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
Key Duties and Responsibilities:
- Binding, scanning, printing and filing duties, as required
- Basic letters and correspondence
- Scheduling client meetings
- Data entry using CRM 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
- Sending out LOAs and chasing providers, completing CYC and checklists
- Posting weekly articles on Linked In pages
Where you'll work
19 Royal Pier Road
Gravesend
DA12 2BD
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
CROWN VOCATIONAL TRAINING LIMITED
Your training course
Business administrator (level 3)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
Course contents
- Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
- Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
- Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
- Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
- Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
- Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
- Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
- Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.
Your training plan
- This is an 18-month Level 3 Business Administrator Apprenticeship
- You will attend online masterclasses every month
- Functional skills in maths & English Level 2 (if required)
Requirements
Essential qualifications
GCSE in:
- English (grade 4)
- Maths (grade 4)
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
- Attention to detail
- Administrative skills
- Initiative
- Good knowledge of Word & Excel
- Proactive
- Self Organised
- Able to multitask
About this company
Receiving correct and appropriate financial advice tailored to your needs is imperative in ensuring successful financial planning. 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. We advise clients in establishing invaluable financial planning strategies. We are aware that regular meetings to maintain, update and review planning are crucial to our role and clients’ best interests. As a Partner Practice of St. James's Place we have access to a wide range of specialist products, as well as their distinctive approach to wealth management, we are able to offer a comprehensive financial planning service for your individual needs. The advice we provide is also backed by the St. James's Place guarantee , giving you the peace of mind and comfort that you are in great hands. If you require any further information or need assistance in any matter please do not hesitate to contact us. 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.
After this apprenticeship
- For the right candidate there is the potential to progress into a permanent role following the completion of the apprenticeship
Ask a question
The contact for this apprenticeship is:
CROWN VOCATIONAL TRAINING LIMITED
Katie
kbarton@crownvt.co.uk
01702411924
The reference code for this apprenticeship is VAC1000323946.
Apply now
Closes in 23 days (Monday 30 June 2025 at 11:59pm)
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