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Business Administration in Financial Services Apprentice WOOLHOUSE 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: 30 Sep 2021

Apprenticeship summary

  • Weekly wage

    £161.25

    Wages explained

    Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

    Minimum Wage Rates

  • Working week

    Monday -- Friday 9am- 5pm

    Total hours per week: 37.50

  • Expected duration

    18 months

  • Possible start date

    04 Oct 2021

  • Date posted

    14 May 2021

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC001711655

  • Positions

    1 available

The business administration role will include:

•    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
•    Stationery and client gift orders
 


Requirements and prospects

Desired skills

Desired Skills

  • Organised with a strong attention to detail 
  • Competent with Microsoft Office, including Word, Excel and Outlook 
  • Strong communication skills
  • Be able to take guidance/instruction and learn with a positive attitude

 

Personal qualities

  • Be able to work within a team and on own initiative
  • Happy to mix with other members of staff and liaise with clients and professional contacts by telephone and email

Desired qualifications

  • GCSE's grade A*- C in English and maths or equivalent

Future prospects

Future Prospects

  • Research for financial products and markets
  • Production of documentation to comply with strict government financial services codes
  • Permanent position would be considered on completion of satisfactory course
     

About the employer

We endeavour to recommend to our clients, some of the very best contracts available to us as a Partner Practice of St. James's Place. Our plan is based upon trust and a professionalism which is regularly assessed to ensure our clients receive the highest standards of service.

Keeping our clients informed on the latest developments is important to us and a WeekWatch Bulletin is one such example of how we achieve this highlighting some of the latest key financial and economic issues.

Whether it is a short, medium or long term plan, it is important that our clients share our future-based vision for themselves, their family and their businesses.

Employer

WOOLHOUSE DOUGLAS WEALTH MANAGEMENT LTD

Address

Unit 17

1

Burton Road

Sheffield

S3 8BW

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Training

Training provider

SHEFFIELD CITY COUNCIL

Applications for this apprenticeship are being processed by Lifelong Learning and Skills Service

Contact

Sophie Mazzola 01142296179 Sophie.Mazzola@Sheffield.gov.uk

Level 3 Business Administration Standard to be delivered during apprenticeship

Apprenticeship standard

Business administrator

Level 3 (A level)


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