Private Client Financial Administrator Apprentice - London, United Kingdom - Julius Baer

Julius Baer

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

ROLE/POSITION

Private Client Financial Administrator

Internal Rank
EMP/AM

Department
Private Clients

Standard/Level
Level 3 Investment Operations Certificate Apprenticeship with the Chartered Institute of Securities and Investment (CISI)

Working week
35 hrs

Annual wage
£26k

Expected duration
24 months

Possible start date
Summer/Autumn 2023

Advert closing date
23 May 2023

JOB DESCRIPTION
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Intro / Primary Purpose
This is an excellent opportunity to gain an all-round insight working within the private banking/financial sector. The role will involve three rotations in different departments during the two-year apprenticeship.
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What are we looking for in you?

Being interested in people
Forming relationships of trust with people
Putting client first
Being able to prioritize and multitask
Strong organizational and planning skills
Good attention to detail and being punctual
Strong verbal and written communication skills
Being keen to learn and develop whether that be through learning new systems or personal development through company provided training
Happy to support different departments if needed
Supporting teams to produce documents to send to clients

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What you can expect from us?
You will experience a supportive and dedicated structure to aid your development whilst:

Gaining the confidence and trust of colleagues and clients through honesty, integrity, and authenticity
Building strong partnerships and work collaboratively with colleagues and clients to meet shared objectives
Actively learning through experimentation when tackling new challenges, using both successes and past failures when formulating solutions
Striving to achieve results in a consistent manner
Taking ownership for your contribution on being accountable for your decisions
Benefits
Private Healthcare
8% Annual Pension Contribution (Aviva Personal Pension Scheme)
25 Days Holiday
Denplan (Dental Care Benefit)
Simply Health Cash Plan
Life Assurance Cover & Permanent Health Insurance

Our benefit package offers you the opportunity to customise your benefits according to your own lifestyle preferences.
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What will you be doing?

The client facing apprentice will work with a number of different employees and departments to ensure clients receive an excellent level of client service.

The role will involve three rotations in different departments during the two-year apprenticeship.

You will provide business administrative and client service support to our Relationship Mangers, work in the account opening team and have a third placement in another part of the business.

You will be fully supported by these teams to achieve a level 3 Investment Operations Certificate Apprenticeship with the Chartered Institute of Securities and Investment (CISI).

Day to day tasks would include some administrative tasks, scanning, data entry, keeping records and performing data checks.
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What training will the apprentice take and what qualification will the apprentice get at the end?

You will undertake assessment to obtain the Level 3 Investment Operations Certificate Apprenticeship with the Chartered Institute of Securities and Investment (CISI).

The training will be on the job with 20% of your time dedicated to study.

The development programme will be provided by the Julius Baer team in Belfast with additional support from a dedicated external training company.

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What is the expected career progression after this apprenticeship?
Following this there is scope for progression opportunities as you grow with the business.

If you are successful, you will receive support to progress to complete a relevant Level 4 qualification and potential full-time employment when the programme has finished.

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Culture, Values & Behaviours

The role holder is required to cultivate mutual respect, understanding and sustainable relationships with their stakeholders and the communities in which they will interact on a daily basis_
We expect you to be passionate about the business and industry in all its facets and strive for continual improvement for the department and broader business. Further, you will contribute to help shape a culture of openness, enthusiasm and curiosity that inspires entrepreneurship within the team and broader business_
We expect all employees to take a clientcentric approach in everything they do and provide best in class services to ensure a consistent level of excellence_

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Risk & Compliance

To effectively support business in their duty to comply with the relevant laws and regulations and internal procedures_

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Code of Conduct

Ensure that Conduct Risk is at the forefront of management decision making.

This simply means putting the client at the heart of what we do by ensuring:
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- _All decisions we make deliver demonstrably good client outcomes_
- _Ensuring policies and processes are established, maintained an