Financial Services Apprentice Mattioli Woods Ltd

Are you looking for an exciting, challenging and rewarding apprenticeship in financial services? If so, Mattioli Woods has the perfect opportunity for you.

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Closing date: 20 Aug 2017

Apprenticeship summary

  • Weekly wage


  • Working week

    Mon - Fri 8:30 - 5:00

    Total hours per week: 37.50

  • Apprenticeship duration

    12 months

  • Possible start date

    28 Aug 2017

  • Date posted

    11 May 2017

  • Apprenticeship level

    Intermediate Level Apprenticeship

  • Reference number


  • Positions

    2 available

The apprentice will offer support to all members of staff including directors, Wealth management consultants, practice managers and marketing manager.

Duties will include:

  • Preparing client packs for meetings
  • Incoming and outgoing calls
  • Filing, scanning and faxing
  • Building relationships with clients
  • Making client refreshments etc.
  • Maintain diary systems
  • Sort all incoming post
  • Maintain and update systems
  • Support seminar planning, marketing etc.

Requirements and prospects

Desired skills

  • Strong IT Skills, a working knowledge of Microsoft Word, Excel and Outlook
  • Good written and verbal communication skills
  • Ability to prioritise
  • Team Player
  • Self motivated and organised

Personal qualities

  • Good time keeper
  • Confident
  • Honest
  • Reliable
  • Enthusiastic
  • Committed

Qualifications required

Maths and English GCSE A-C Minimum

Future prospects

Further progression opportunities are available within the organisation upon successful completion of apprenticeship programme

About the employer

Mattioli Woods is one of the UK’s leading providers of Wealth Management and Employee Benefit Services.


Mattioli Woods Ltd


Cheveley House

Fordham Road



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Training provider

  • Level 2 Financial Administration
  • Functional skills if required
  • ERR

Apprenticeship framework

Providing Financial Services

Training provider


Applications for this apprenticeship are being processed by BABINGTON BUSINESS COLLEGE LIMITED


Adam Kemp 01332 345450

Before you apply

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Closing date: 20 Aug 2017