Apprentice Client Service Administrator

About this opportunity

This is a fantastic opportunity for an individual to join the friendly, award winning company within an administrative capacity and learn all aspects of Financial Services.

This role will involve the following responsibilities:

Meeting and Greeting
• Meeting and greeting clients and other guests / Manage the visitor’s book
• Preparing meeting rooms

Office Housekeeping
• Monitor literature distributed on coffee tables/displays around the office to ensure that it is appropriate and/or up-to-date and at correct levels
• Assisting with events (such as team lunches and get togethers) and client events

Filing
• Maintaining office filing (Virtual systems)
• Scanning post, making appropriate notes on internal systems and creating tasks within workflow system

Client servicing
• Sending appointment reminders to clients
• Assisting with generating and preparing client meeting packs
• Sending birthday and thank you cards

Other
• You will be expected to complete ad-hoc duties not covered here to ensure the smooth running of the business and client servicing responsibilities for the team

We offer a fully supported training programme for all employees who wish to progress with industry qualifications including covering all costs for exams, training material and workshops.

As a growing company we offer a variety of career progression roles including administration, more technical roles such as Paraplanning and finance roles.

As an experienced Client Service Administrator, the starting salary is £17,500.

How you will be supported
Full training and support will be provided by our expert training and assessment staff at The Growth Company.

What will happen next
New applicants to The Growth Company who meet any basic entry requirements of the role will be contacted within two working days to be invited to meet a member of our team. You will then have the opportunity to find out:
• More about this vacancy and any others you are suitable for
• Any training you need to complete
• What the next steps will be

What you should have to apply

• GCSE English & Maths grade C/4 or equivalent

Personal Qualities

• Outgoing and friendly personality to enable clients to warm to you and thus the business.
• The ability to ‘think on your feet’, work independently and problem-solve.
• Good attention to detail

Skills

None Specified