Apprentice Business Administrator Ref2824 HOUSE DOUGLAS WEALTH MANAGEMENT LTD

Woolhouse Douglas Wealth Management Limited is looking for a motivated individual to join their team, within a well established Financial Services company.

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Closing date: 03 Oct 2017

Apprenticeship summary

  • Weekly wage


  • Working week

    Monday-Friday 9:00-17:00

    Total hours per week: 37.50

  • Apprenticeship duration

    12 months

  • Possible start date

    04 Oct 2017

  • Date posted

    14 Sep 2017

  • Apprenticeship level

    Intermediate Level Apprenticeship

  • Reference number


  • Positions

    1 available

  • First point of contact and client liaison, including telephone and email
  • Generating client-facing correspondence
  • Preparing client account summaries for presentation
  • Maintaining and updating computer records
  • Organisation and distribution of received correspondence
  • Provider liaison for outstanding client plan information

Requirements and prospects

Desired skills

  • Be able to take guidance/instruction and learn with a positive attitude
  • Be able to work within a team and on own initiative

Personal qualities

  • Happy to mix with other members of staff and liaise with clients and professional contacts by telephone
  • Organised with a strong attention to detail
  • Strong communication skills

Qualifications required

  • Competent with Microsoft Office, including Word, Excel and Outlook

Future prospects

There will also be the chance to progress on to higher levels and consequently deal with more advanced responsibilities and duties.

About the employer

Woolhouse Douglas Wealth Management Limited is a Partner Practice with St. James’s Place. We provided a complete range of financial advice on Investment, Retirement Planning, Protection and Inheritance Tax Planning





Burton Road


S3 8BW

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Training provider

Sheffield City Council  work to match employers to training providers and help recruit suitable candidates. The Training Provider will be confirmed with you at a later stage however you should bear in mind that you may need to attend day release courses with your Training Provider and may need to travel for this. Apprenticeship Qualifications may include an NVQ, Personal Learning and Thinking Skills, Employee Rights Workbook and Functional Skills

Apprenticeship framework

Business and Administration

Training provider


Applications for this apprenticeship are being processed by Skills Made Easy


Sharon Dhami 01142735769

Before you apply

Before you apply for an apprenticeship you must first create an account. If you already have an account you'll need to sign in.

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Closing date: 03 Oct 2017