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.

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

What you'll do at work

• 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
• 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
• Sending confidential documents to clients via Qwil
• Assisting the Business Processing Administrator with sending out LOAs and chasing providers
• Posting weekly articles on Linked In 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

Where you'll work

19 Royal Pier Road
Gravesend
DA12 2BD

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

Training provider

SIMPLY ACADEMY LTD

Training course

Financial services administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents

• Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
• Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
• Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
• Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
• Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
• Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
• Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
• Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
• Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
• Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
• Plan, organise and prioritise own tasks, managing time and resources effectively.
• Identify opportunities for continuous improvement and recommend solutions to improve processes.
• Apply current and developing sustainable principles and techniques relative to role.
• Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
• Work in line with organisational equity, diversity, and inclusion policies.