Investment Management Services Apprentice

3 weeks ago


Exeter, United Kingdom Fitch Learning Full time

About us:
Charles Stanley is one of the UK’s leading Wealth Management firms, providing our clients with tailored advice and solutions at every stage of their financial journey. Our focus on clients has endured since our foundation in 1792, since when we have created financial security for many tens of thousands of people.

With over 800 employees spread across a network of over 20 offices throughout the UK, we remain committed to providing our clients with the highest standards of service.

About the Programme:
TThis is a 15 - 18-month Financial Services Administrator apprenticeship programme, combining formal study with on-the-job learning and training, at the end of which you may be offered a permanent position with Charles Stanley.

You will study for the Level 3 Introduction to Securities and Investments (Chartered Institute of Securities & Investments). Your studies will be fully funded by Charles Stanley, and you will be given one day per week to focus upon your studies.

Throughout the programme you will have the support of your line manager, Charles Stanley’s Learning & Development team, and a dedicated mentor from your team.

About the Role:
As an Apprentice you will be provided with the necessary training and support to enable you to carry out your duties. These will likely include:

- Assisting with administrative matters, providing input aimed at streamlining processes and improving efficiency.
- Maintaining electronic diaries for the department, including arranging meetings, issuing invitations, booking venues, and assisting with the distribution of relevant information.
- Using your initiative to handle issues in order to provide the team with effective support.
- Liaising with teams in other divisions / departments across the Company.
- Acting as a representative of and key point-of-contact within the team, supporting them with projects and/or workloads as required.
- Creation of various documents e.g., meeting planners and organisation charts using standardised templates.
- General ad hoc duties as required, including scanning, filing, and minuting team meetings

About You:
You don’t need to have any previous work experience. What we are looking for from you is commitment, a desire to learn and a willingness to contribute. You will need to have the following:

- A minimum of 5 GCSEs (or equivalent) at grade C/4, including English and Maths.
- A willingness to learn and to develop new skills.
- A professional, methodical, and organised approach, with good time management.
- Good attention to detail particularly with written information.
- Strong interpersonal and communication skills, with the confidence to challenge when appropriate.
- A good working knowledge of MS Office, in particular Excel, Word and Outlook.

What’s in it for You?
- The opportunity to obtain a professional qualification relevant to the financial services industry.
- Potential future progression within Charles Stanley.
- A competitive salary with highly attractive benefits (27 days holiday per annum, pension, medical insurance, gym membership, season ticket loan etc.).

**Please note that Fitch Learning are the training provider for this apprenticeship and also support on the recruitment for the apprentices**

**Job Types**: Full-time, Apprenticeship

**Salary**: £22,000.00 per year

Schedule:

- Monday to Friday

**Education**:

- GCSE or equivalent (required)

Work authorisation:

- United Kingdom (required)

Work Location: In person

Application deadline: 09/07/2023
Expected start date: 02/10/2023


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