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Wealth Support Apprentice TAIT WALKER FINANCIAL SERVICES LIMITED

Tait Walker are looking for an enthusiastic, hardworking individual to join their team as a Wealth support apprentice. The successful candidate will work towards a Level 3 Apprenticeship in Business Administration.

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Closing date: 30 Jan 2022

Apprenticeship summary

  • Weekly wage

    £192.15

  • Working week

    Monday to Friday (35 hours per week) 9am to 5pm (1 hour unpaid lunch)

    Total hours per week: 35.00

  • Expected duration

    21 months

  • Possible start date

    07 Feb 2022

  • Date posted

    16 Sep 2021

  • Apprenticeship level

    Advanced
    Level 3 (A level)

  • Reference number

    VAC001764986

  • Positions

    1 available

Provide suitable technical support to advisers and take overall responsibility for the sales and administrative processes, whilst operating at all times within the compliance and internal procedures of the firm. Other duties include:

  • Administration, such as photocopying, answering telephones, maintaining the filing system and sorting post.
  • Effective communication with product providers and clients.
  • Complete all basic documentation for a sale in a thorough and conscientious manner.
  • Assisting the manager with month end duties.
  • Assist the advisers with their diaries and time management.
  • Data input onto relevant software packages
  • Complete all basic documentation for a sale in a thorough and conscientious manner.
  • Set up client file and ensure checklists are completed accurately.
  • Understanding and apply all aspects of the firms approach to treating customers fairly.

Requirements and prospects

Desired skills

  • Attention to detail
  • Excellent communication skills both verbal and written
  • Organised
  • Good I.T. skills including Word, Excel and e-mail
 

Personal qualities

  • Friendly, outgoing and confident to speak to customers face to face and over the phone
  • To work under own initiative and prioritise work effectively
  • Enthusiastic
  • Willing to learn and develop
 

Desired qualifications

5 GCSEs at grade C/4 and above, including English Language and Maths, or equivalent. 

Future prospects

Progression on to CII qualifications.

Things to consider

  • This vacancy is to start immediately therefore you must be available to start before applying. The closing date, interview date and start date are subject to change. This vacancy may close early if sufficient applications are received.
  • Please ensure you apply early to avoid disappointment. Individuals are able to undertake an apprenticeship at a higher level than a qualification they currently hold, including any previously completed apprenticeships. Individuals can also undertake an apprenticeship at the same level, or lower level than a qualification they already hold as long as the new apprenticeship allows for new skills to be acquired and the content of the training is materially different from any previous qualification or apprenticeship.
  • For example, if you already have a Level 4 qualification you still may be able to complete an apprenticeship at any level providing you meet the eligibility criteria and are learning substantive new skills. Please note; if you have been progressed, you will be contacted to complete a telephone interview.
  • Please expect to receive a call from us within 5 working days. Applicants must go through this telephone procedure for your application to be progressed. 

Please be aware that as Northern Skills Group provide a recruitment matching service, we will also consider you for roles which pay the Apprenticeship National Minimum Wage.

 

Minimum wage

 

  • The current National Minimum Wage for an apprentice is £4.30 an hour. This rate applies to apprentices under 19 and those aged 19 or over who are in their first year.
  • Apprentices must be paid at least the minimum wage rate for their age if they are aged 19 or over and have completed their first year. The minimum wage rates are £6.56 an hour for 18-20 year olds, £8.36 for anyone aged 21-22 and £8.91 for anyone aged 23 and over.
  • Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

About the employer

We are an independent, award winning accountancy practice founded in 1937, and we are based in the North of England. We have 165 team members, located across six offices in Newcastle, Durham, Teesside, Northumberland, Carlisle, and Leeds.

Our specialist team provides large corporates, owner managed businesses and individuals with a complete set of accountancy and advisory services.

Employer

TAIT WALKER FINANCIAL SERVICES LIMITED

Address

Bulman House

Regent Centre

Newcastle Upon Tyne

NE3 3LS

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Training

Training provider

MIDDLESBROUGH COLLEGE

Applications for this apprenticeship are being processed by Northern Skills Group

Contact

Sarah Gilby 0191 2850321 Sarah.gilby@taitwalker.co.uk

Level 3 qualification in Business Administration

Technical Certificate

Functional Skills in Maths, English and ICT (where required)

Day release class

Apprenticeship standard

Business administrator

Level 3 (A level)


Before you apply

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