Apprentice Administration Assistant
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Company: CLARENCE PLACE WEALTH MANAGEMENT LTD
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Location: Gravesend, DA12 2BD
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Type: Apprenticeship
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Salary: Apprenticeship Minimum Wage
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Sector: Legal, finance and accounting
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Ref: NAS-2000020506
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Application Deadline Date: 31/03/2026
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Start Date: 13/04/2026
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Positions Available: 3
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Working Week: Monday - Friday, 9.00am - 5.00pm.
Brief Description
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.
Training to be Provided
Level 3 Financial Services Administrator Apprenticeship Standard:
- The Financial Services Administrator apprenticeship is ideal for individuals beginning an entry level role in the financial sector
- As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths
- The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles
Key Learning Outcomes:
- A broad understanding of the financial services sector
- An understanding of the role of the appropriate regulatory bodies
- The importance of relationship building with clients and colleagues
- Understanding of processes and procedures relevant to the role
- How to develop commercial awareness
- Building skills and capabilities within an organisation
Professional Qualifications:
- CF1 awarded by the Chartered Insurance Insitute (CII)
- Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
- To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
- The Apprentice is assigned a dedicated experienced mentor to guide them through the programme
- Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
Future Prospects
- This apprenticeship offers a route for a career in the financial sector
- A permanent position will be available upon completion of the apprenticeship dependant on performance
Vacancy Detail
- 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
- E-filing and saving documents onto the cloud
- 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