Financial Administrative Support Apprentice
Based in the picturesque village of St. Margaret’s-at-Cliffe near Dover, Mayfield Financial Services are fully qualified financial advisors providing financial planning advice to retail, professional and corporate clients. Our three advisors are supported by a team of paraplanners and administrators.
Martin Mill Train Station is a 25 minute walk away however having a car would be best.
Work as part of a team providing clients with a professional experience by providing administrative support in line with the FCA requirements.
Respond to Telephone/ email enquiries
Sort and distribute incoming post and organise outgoing post.
Create and maintain filing systems/ client files
Arrange meetings/ book appointments
Update and maintain the firm’s records/registers as required
Update and maintain the firm’s diary system
Submitting new business
Ordering and maintaining stationery and equipment supplies
Liaising with product providers/ mortgage lenders, as and when necessary.
Comply at all times with the firm’s Compliance, Training & Competence, Complaints and Data Security policies/ procedures
To ensure the firm’s clients are treated fairly at all times
Attend training and to develop relevant knowledge and skills
£4 per hour with a review after the initial 6 weeks.
Monday – Friday
10AM – 5 PM (1 hour lunch unpaid)
Clear written and oral communication
Computer Literate and competent in Microsoft Word and Excel.
Ability to work as part of a team.
Methodical and organised
Able to work accurately with good attention to detail
A-C GCSE in Maths & English
On the job training with the employer whilst working towards the Apprenticeship Standard – consisting of the Intermediate NVQ Level, Technical Certificate and Functional Skills if appropriate.
Regular work based assessments/observations carried out by Kent Training & Apprenticeships Tutor Assessor, to determine competency and meet with Awarding Body standards.
The employer has asked that you do not contact them direct. Doing so could jeopardise your application. You will be responsible for your travel expenses to and from your place of work. Therefore, you must have the means to get to your place of work on a daily basis whilst waiting for your first wages to be paid.
KT&A: Kent Training & Apprenticeships are part of Kent County Council and are a leading training organisation with nearly 30 years successful experience. KT&A specialise in high quality work-based training, delivered by qualified staff with personal experience of working in the skill area they teach.