Apprentice Personal Assistant / Client Servicing Administrator

CLARENCE PLACE WEALTH MANAGEMENT LTD

London (EC3V 9BQ)

Closes in 23 days (Friday 18 September 2026 at 11:59pm)

Posted on 26 August 2026

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Summary

A great opportunity to work with a renowned financial planning firm in London. Joining Clarence Place Wealth Management Ltd offers a distinct entry point into the UK financial planning sector, combining local client focus with large-scale corporate backing.

• Wage:

  £14,560 for your first year, then could increase depending on your age

  National Minimum Wage rate for apprentices

  Minimum wage rates (opens in new tab)

  Apprenticeship wage will increase in line with HMRC guidelines.

• Training course: Business administrator (level 3)
• Hours: Monday - Friday 9.00am - 5.00pm (lunch hour to be discussed and agreed).

  35 hours a week

• Start date:

  Thursday 1 October 2026

• Duration:

  1 year 9 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

PA & Client Servicing:

Executive & Diary Support: Manage the Business Owner’s inbox and calendar (scheduling meetings, debriefs, and client calls), provide personal / business 1:1 EA support.

Client Onboarding & Relations: Act as the first point of contact for prospect and incoming client queries (routing technical issues to Admin), schedule, confirm, and follow up on client meetings.

Service Proposition & Communications: Maintain client segmentation schedules (MiFID II), issue Wealth Accounts, distribute market announcements, and send client gifts.

Account Operations: Process fund switches, handle withdrawal requests, update CRM / Admin Centre data (address / bank details), and nurture client relationships for referrals.

Administration:

Meeting & File Preparation: Create client meeting packs, collaborate on APTs, onboard new clients post-processing, and take meeting minutes.

Task & Records Management: Input / delegate CRM tasks, maintain electronic / physical files, handle scanning, use internal intranet systems, and ensure GDPR compliance.

General Practice Support:

Team Collaboration: Support the Director and Admin team, assist colleagues with urgent priorities, and answer incoming calls professionally while logging interactions on CRM.

Operational Quality: Identify service improvements, keep office areas tidy, and ensure secure shredding of confidential documents.

Where you'll work

30-32 Lombard Street
London
EC3V 9BQ

Training

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

Training provider

CROWN VOCATIONAL TRAINING LIMITED

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.

Training schedule

Remote Learning via Teams.

Requirements

Essential qualifications

GCSE in:

Maths and English (grade 4 or above)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

• IT skills
• Attention to detail
• Organisation skills
• Team working
• Initiative
• Able to prioritise
• Flexible approach to workload
• Enjoys working in a PA/ Admin
• Accuracy
• Trustworthy and loyal.

About this employer

Clarence Place Wealth Management Ltd is a UK-based financial planning firm and Senior Partner Practice of St. James’s Place Wealth Management. Located in London/Kent, the firm provides tailored financial advice and wealth management strategies to individual and corporate clients.

https://www.clarenceplace.co.uk/ (opens in new tab)

After this apprenticeship

Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).

To be discussed nearer the end of the apprenticeship. 

Ask a question

The contact for this apprenticeship is:

CROWN VOCATIONAL TRAINING LIMITED

Adam Linden

alinden@crownvt.co.uk

01702 411924

The reference code for this apprenticeship is VAC2000050239.

Apply now

Closes in 23 days (Friday 18 September 2026 at 11:59pm)