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
Training course
Financial services administrator (level 3)
Hours
Monday - Friday, 9.00am - 5.00pm
35 hours a week
Possible start date
Monday 3 March
Duration
1 year 5 months
Positions available
1
Work
As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.
What you’ll do at work
You will be working within the Financial Advisers managing client information, account setup and assisting clients.
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 – booking in client meetings, managing financial adviser schedules and eliminating potential conflicts
* 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 with clients as appropriate
* 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
Where you’ll work
3 Port Hill
Hertford
SG14 1PJ
Training
An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
College or training organisation
SKILLS EDGE TRAINING LTD
Your training course
Financial services administrator (level 3)
Equal to A level
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