About the apprenticeship
To provide dedicated support to the Partner/Advisers for the day-to-day running of the Practice to include regulatory requirements, marketing, client servicing and IT whilst supporting the Partner/Advisers in the development of the practice.
•Support the day-to-day business operations within the Practice;
•Implement, operate and maintain effective systems, processes and proce-dures which enable Partner/Adviser to optimise client meetings;
•Manage the Partner/Advisers diary and client appointments;
•Assist the Operations Director with Practice finances in an efficient and timely manner to meet deadlines.
•Monitor business reports and carry out data/statistical analysis to identify business trends, opportunities and challenges which affect the growth of the Practice;
•Support the Partner in tracking compliance, licensing, CPD, regulatory and legislative requirements;
•Liaise with clients and third parties in relation to the Partner's Practice;
•Make travel bookings and travel arrangements as required for the Part-ner/Adviser
• Support the Partner/Adviser to ensure the end-to-end business process is adhered to and tracked efficiently in line with Partner and regulatory standards;
• Oversee and manage the submission of all client applications/advice sets in support of the Partner/Adviser;
• Support the Partner/Adviser to ensure all relevant information required for writing the client report is available;
• Maintain accurate and up-to-date client information;
•Support the Partner/Adviser in establishing and maintaining effective relationships with business assurance/management;
•Liaise with Head Office and admin centres as required.
•Support the Partner/Adviser with and contribute to all relevant projects;
•Support the Partner/Adviser in gaining new prospects and clients;
•Support the Partner/Adviser to achieve Practice goals and objectives;
•Support the Partner/Adviser to develop client relationships and referrals, service existing clients and assist in building new relationships, incorpora-tion with client entertainment events and a first-class client servicing strat-egy;
•Attend forums and workshops as appropriate.
•Project a professional image in both appearance and attitude and provide quality support on time to agreed standards;
•Attend and contribute to regular update meetings with the Part-ner/Adviser;
•Maintain a good working relationship with colleagues, clients and third parties.
•Support the distribution of marketing material to clients and prospects;
•Support the Partner with the end to end management of client events;
•Maintain and update client and prospect information;
•Maintain and update client service questionnaires.
•Previous experience in a PA/office support role, ideally in financial services or related sector;
•Knowledge of relevant regulation and legislation (desirable);
•Experience of setting up and maintaining systems, processes and proce-dures;
•Comfortable with/experienced in using electronic (client) data systems;
•Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
•Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
•Good organisation skills;
•Attention to detail;
•Manages time effectively with the ability to multi-task;
•Keeps calm when faced with conflicting demands and handles these effec-tively;
•Demonstrates a positive attitude at all times;
•Works well on own tasks as well as on shared goals as part of a team;
•Open to change with a creative approach to problem solving.
No minimum requirements.
Welsh Spoken Skills: No Welsh Written Skills: No
Business Administration Level 2
About the employer
Curzon Wealth Management 4 Commercial Street
Yes, we are part of the Disability Confident Scheme from the UK Department for Work and Pensions.
Please note that all apprenticeships are open to everyone. However, some organisations have worked to achieve Disability Confident accreditation. You should always apply for the apprenticeship you feel best suited to.
The successful candidates will be notified of interview as appropriate.