Client Services Administration Apprentice

About the role

Client Services Administration Apprentice 🚀

Ready to kick-start your career in finance? Taylor Money is looking for an enthusiastic Client Services Administration Apprentice to join our awesome team! This is your chance to gain super valuable admin and communication skills in a supportive environment while helping us smash it with client service. 💯 If you're organised, motivated, and super eager to learn, this is the perfect gig for you! 😎

You'll be at the core of our business operations, supporting our Client Services team with the day-to-day admin that keeps Taylor Money running smoothly and our clients happy. 📈 This is a hands-on role where you'll discover how a financial services business works, level up your admin and communication game, and gain experience working with colleagues, clients, and external partners. 🤝

With guidance from our admin and management wizards, you'll dive into:

• Client Comms: Handling phone calls, emails, letters, and communicating professionally with clients, colleagues, and external contacts. 📞📧
• Meeting Prep: Assisting with diary management, booking appointments, and getting ready for client meetings. 🗓️
• Business Processing: Helping with client paperwork, chasing info, and keeping our CRM system on point. 📁
• Team Support: Working closely with the Client Services team, wealth managers, and paraplanners to support work from start to finish. 🌟
• Office Vibes: Contributing to a tidy, organised, and welcoming office environment. ✨
• Event Support: Helping out at company events, including welcoming clients and guests. 🎉
• General Admin: Tackling various office tasks to keep the team moving forward. 🏃‍♀️

What we're looking for:

• A positive, can-do attitude! 💪
• Sharp attention to detail. 👀
• Awesome communication skills. 🗣️
• A genuine willingness to learn and grow. 🌱
• Confidence when interacting with colleagues, clients, and third parties. 👍
• Honesty, integrity, and discretion. 🤐

This apprenticeship includes regular training with Skills Edge Training Ltd. to achieve your Financial Services Administrator Level 3 (A level) qualification. 📚

Join us and build a rewarding career! 💼

Key responsibilities

• Supporting the Client Services team with day-to-day administration
• Communicating with clients, colleagues, and external providers
• Assisting with the processing of client business
• Supporting diary management and preparing materials for client meetings
• Updating and maintaining records on the CRM system and performing general office administration

Skills