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Client Administrator Apprentice
Apply From: 16/02/2025
Learning Provider
Delivered by SKILLS EDGE TRAINING LTD
Employer
MOLE VALLEY ASSET MANAGEMENT LTD
Vacancy Description
You will be working within the Financial Advisers managing client information, account setup and assisting clients.
Manage general office procedures to ensure processes and duties in the office flow efficiently.
Ensuring smooth and efficient operations that directly impact client satisfaction and the overall success of an organisation.
Main Responsibilities/Accountabilities:
Office Management:
* Provide administrative support to the financial advice team
* Diary management – booking in client meetings, managing financial adviser schedules and eliminating potential conflicts
* Taking inventory of office supplies and ordering more if needed
* Helping establish and maintain office procedures in line with the other MVAM offices
* Assisting senior management team when needed
* Answering phone calls, general emails and postal correspondence with clients as appropriate
* Maintaining accurate files and archives
* Managing health and safety as well as fire regulations within the office
Client Acquisition:
* Manage client onboarding process for new clients and set up of new accounts for existing clients
* Receive new and existing client information/documents after meetings and process client forms, input data into investment platform
* Ensure content on MVAM client forms remains up to date
* Upkeep of accurate client records in CRM database
* Perform client ID and AML Verification checks for anti-money laundering purposes
* Submit and chase applications with lenders
* Assist with client requests and questions, including support of Investor Portal
Key Details
Vacancy Title
Client Administrator Apprentice
Employer Description
MVAM Financial Advice is part of Mole Valley Asset Management (MVAM). The Hertford office provides financial advice services with a hands-on, client-focused approach. Mole Valley Asset Management is an independent investment management firm dedicated to providing bespoke investment solutions for individuals, businesses, and charities. The firm prides itself on its local approach, innovative investment strategies, and commitment to helping clients achieve their financial goals. MVAM has offices in Dorking, Hertford and York.
Vacancy Location
3 Port Hill Hertford SG14 1PJ
Wage Frequency
Custom
Number of Vacancies
1
Vacancy Reference Number
1000303400
Key Dates
Apply From
16/02/2025
Closing Date For Applications
2025-02-28 23:59:59
Interview Begin From
Possible Start Date
2025-03-03 00:00:00
Training
Training to be Provided
This will include:
* Financial Services Administrator Level 3 Apprenticeship Standard
* CII CF1 or R01 - Financial Services Regulations & 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 or R01 digital study book and exam entry
* Fortnightly workshops for CII exams from our CII approved trainer
* All workshops recorded and available on-demand
* Interactive chat, forums and class notebooks 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
Learning Provider
SKILLS EDGE TRAINING LTD
Skills Required
Communication skills, attention to detail, organisation skills, team working, initiative, non-judgemental, prioritisation skills, time management, interpersonal skills, honest enthusiasm, positive mindset on life/work, responsible, professional, flexibility.
Apply Now
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