Client Services Administrator Apprentice

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
Shopping Cart