Receiving correct and appropriate financial advice tailored to your needs is imperative in ensuring successful financial planning. Here at Clarence Place Wealth Management Ltd, we firmly believe it is vital that we build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to wealth management and financial planning, but it also ensures that we are able to assist clients with changes in their financial and personal circumstances, as well as changes in legislation.
We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, including retirement planning, investment planning, tax and estate planning, protection, and corporate financial planning. We advise clients in establishing invaluable financial planning strategies. We understand that regular meetings to maintain, update, and review planning are crucial to our role and our clients' best interests.
As a Partner Practice of St. James's Place, we have access to a wide range of specialist products and their distinctive approach to wealth management. We are able to offer a comprehensive financial planning service tailored to your individual needs. The advice we provide is also backed by the St. James's Place guarantee, giving you peace of mind that you are in great hands.
If you require further information or need assistance, please do not hesitate to contact us. Please note that the value of an investment with St. James's Place is directly linked to the performance of the funds you select, and the value can go down as well as up. You may get back less than you invested.
For the right candidate, there is potential to progress into a permanent role following the completion of the apprenticeship.
Key Duties And Responsibilities
* Binding, scanning, printing, and filing duties, as required
* Basic letters and correspondence
* Scheduling client meetings
* Data entry using CRM and St. James's Place internal IT systems
* Client birthday and Christmas cards
* Office receipts
* Preparing report packs
* Follow-up with Head Office / general enquiry calls
* Stationery monitoring and ordering
* Assisting with the preparation of client meeting packs
* Maintaining and updating client records
* Downloading and printing factsheets
* Preparing and printing mail merges
* Attending internal and external training courses and events, which may require some travel
* E-filing and saving documents onto the cloud
* Sending confidential documents to clients via Qwil
* Sending out LOAs, chasing providers, completing CYC and checklists
* Posting weekly articles on LinkedIn pages
* This is an 18-month Level 3 Business Administration Apprenticeship.
* You will attend online masterclasses every month
* Functional skills in maths and English Level 2 (if required)
Working hours are Monday to Friday, 09:00 - 17:00.
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