Overview:
We are looking for a driven individual to join our growing team. This is a junior role ideally suited to someone that would like to build a career in the investment industry. with the opportunity to grow in a supportive and nurturing environment.
Annual Salary:
£18,000 – £22,000 per annum depending on experience.
Working hours:
Monday – Friday 9-5 with 1 hour for lunch. Total hours per week: 35 hours a week
Apprenticeship Standard:
Financial Services Administrator Level 3
Apprenticeship Duration:
17 Months
Full Description:
The Role:
- To deliver first-class client experiences for our existing clients that are mix of city professionals, entrepreneurs, and private client families
- Deliver our workflow to maximise the team’s output and results
- Proactively drive the team forward by promoting efficient collaborative working
- Assist the team day to day in a structured way of working and make use of technology to enhance productivity
- Work to engage and develop strong relationships with our existing clients and target community
- Report regularly to colleagues on the team’s overall engagement
- Contribute to team strategy and promote a fun working environment
- Ensure tone, personality, and messaging is consistent and within guidelines while being respectful and fun
What are we looking for in you:
- You are a driven, ambitious individual who’s looking to build their career at a high-performing private client business
- A resourceful person with excellent attention to detail
- You are a curious, creative and collaborative person who has a willingness to start conversations, get stuck in and thrive in a continuous improvement culture
- Naturally personable, a great communicator, and passionate about doing a great job whilst enjoying day-to-day working life
Training Provided:
- Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and 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 study book and exam entry
- CII and EPA resits are to be covered by the employer
- Fortnightly workshops for the CF1 exam from our CII approved trainer
- All workshops recorded and available on-demand
- Interactive chat, forums and class note books 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
- R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge.
Skills and Personal Qualities Required:
- GCSE or equivalent Maths and English (Grade 4/C or above) essential
- Communication skills
- Attention to detail
- Organisation skills
- Administrative skills
- Team working
- Numeracy skills
- Literacy skills
Career Progression:
What’s in it for you:
- Opportunity to join an award-winning team of professionals
- Work with a naturally friendly team of motivated ambitious people
- Be in an environment where you make an impact
- Competitive remuneration package
- Support to complete professional qualifications
- 24 days holiday + bank holidays + birthday
- Pension and incentives