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Apprentice Client Services Trainee/Assistant Midlands Wealth Management Ltd

This position is office-based, in beautifully appointed premises, working closely with the Client Services Manager, to assist with a wide variety of daily operations in all areas of key client facing services.

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Closing date: 01 Jun 2022

Apprenticeship summary

  • Weekly wage


  • Working week

    Monday to Friday

    Total hours per week: 35.00

  • Expected duration

    21 months

  • Possible start date

    20 Jun 2022

  • Date posted

    16 Nov 2021

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

  • Good attention to detail;
  • Very good written and verbal communication skills;
  • Demonstrable organisational abilities;
  • Initiative to think ahead;
  • The capability to work with a team towards collective goals;
  • The ability to work calmly and handle a small degree of pressure effectively;
  • Manage time effectively with the ability to multi-task;
  • Very good face-to-face and telephone client interaction skills and ability to build rapport swiftly;
  • Care and consideration when dealing with clients and colleagues;
  • Some experience of Microsoft Office (Outlook, Word, PowerPoint, Excel); 
  • Some practical knowledge of various IT systems.

Requirements and prospects

Desired skills

  •  Good attention to detail;
  • Very good written and verbal communication skills;
  • Demonstrable organisational abilities;
  • Initiative to think ahead;

Personal qualities

  • A keen interest and willingness to learn;
  • The ability to behave politely and professionally at all times, when in a client-facing role;
  • Demonstrate care and kindness and, importantly, a positive ‘can-do’ attitude at all times

Desired qualifications

  • GCSE Maths and English – Grades 6 - 9


  • BTEC First Business Level 3 (desirable)


  • BTEC First Business Level 1-2 with demonstrable skills
  • NVQ2 in Business & Administration
  • Cambridge National (Level 2) – ICT/Business
  • *desired (not mandatory)

Future prospects

It is likely that a hard-working Apprentice will be offered a full-time position after completing their administration course. Training will be given in Financial Crime Prevention and Anti-Money Laundering.  It may be possible that qualifications for a very rewarding career in Financial Services could be achieved by candidates with the correct credentials.

Things to consider

Please note: County Training will likely be in contact with you by phone and by email with updates about this vacancy. Please check your voicemail and inbox often for updates.
The National Minimum Wage for Apprentices is £4.30 per hour as of 1st of April 2021. 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 Apprenticeship National Minimum Wage is updated every April (ANMW):

About the employer


Established in 2009 and now with headquarters on the Shrewsbury Business Park, MWM is a Senior Partner Practice of the renowned FTSE100 company St. James’s Place (SJP).  As an organisation, SJP focuses on providing clients with personal, bespoke wealth management advice, to service a multitude of financial & aspirational needs (advising on investments in stocks and shares, etc). MWM works to develop strong, long-term relationships with our clients by guiding them through the complexities of financial planning.


Midlands Wealth Management Ltd


St James House Anchorage Avenue

Shrewsbury Business Park



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Training provider


Applications for this apprenticeship are being processed by County Training


COUNTY TRAINING 0345 678 9023

Standard which includes:


• Level 2 Functional Skills in maths and English (if required)

• Knowledge, Skills and Behaviours

• End Point Assessment (EPA)

Work place assessment with one of County Training’s highly experienced workplace Assessors, including as an example, completion of assignments, project, and observation of workplace activities.

There may also be a requirement to attend formal teaching sessions to enhance knowledge or work towards completion of functional skills (if required).

There is also a requirement for you to keep an off the job log which is an important part of your Apprenticeship Programme.

Employer Rights and Responsibilities.

Personal Learning and Thinking.

Apprenticeship standard

Business administrator

Level 3 (A level)

Before you apply

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