Client Administrator Apprentice

Getting In Limited
CA - Prince Edward Island - Port Hill
May 11, 2025
IT

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Client Administrator Apprentice

, Apply From:11/05/2025

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, updating records and assisting clients with account set up.

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 - book in client meetings
Taking inventory of office supplies and order 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
Maintain files and archives, accurate records
Manages 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

Skills Required:

Good communication and interpersonal skills within the company and over communication mediums
Organised with keen eye for accuracy and attention to detail
Time management and prioritisation skills

Behaviour:

Honest enthusiasm for company's aims and objectives
Positive mindset on life and work
Happy to take initiative and responsibility
Not dogmatic
Behave professionally whilst being open to listening to others, expressing feelings and communicating transparently
Recognise that everyone is an individual, with own needs and perspectives
Make others aware of inter-personal conflict or behaviour that doesn't fit the company culture
Comfortable interacting with wide range of people at all levels
Flexibility to accommodate occasional early/late work and external events
Flexible team player prepared to take on several tasks to support the department and the company as a whole

Key Details

Vacancy Title

Client Administrator Apprentice

Employer Description

MVAM Financial Advice is part of Mole Valley Asset Management. The firm prides itself on its unique combination of commitment to helping clients achieve their financial and life goals, and, as part of this, the offer of innovative investment solutions.MVAM has offices in Dorking, Hertford, and York.The Hertford Office solely provides financial advice services with a hands-on client focused approach. The majority if the advice we give is focused on clients who are approaching retirement or making decisions about how they take their pensions to provide them with income once they retire. We also provide savings and investment advice.

Vacancy Location

3 Port Hill Hertford SG14 1PJ

Wage Frequency

Custom

Number of Vacancies

Vacancy Reference Number

1000319442

Key Dates

Apply From

11/05/2025

Closing Date For Applications

2025-06-30 23:59:59

Interview Begin From

Possible Start Date

2025-09-01 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 skillsAttention to detailOrganisation skillsTeam workingInitiativeNon judgementalPrioritisation skillsTime managementInterpersonal skillsHonest enthusiasmPositive mindset on life/workResponsibleProfessionalFlexibility

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Read the full job description and apply online on the recuiter's web-site

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Client Administrator Apprentice

Learning Provider

Employer

Vacancy Description

Key Details

Vacancy Title

Employer Description

Vacancy Location

Wage Frequency

Number of Vacancies

Vacancy Reference Number

Key Dates

Apply From

Closing Date For Applications

Interview Begin From

Possible Start Date

Training

Training to be Provided

Learning Provider

Skills Required

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