South Staffordshire College





Financial Services Administrator – Intelligent Wealth Management Partnership (14/09/2017)

Closing Date: Thu 14th September 2017
Salary: £122.50
Category: ApprenticeVacancy

Vacancy Description: 

Duties to include:

  • Photocopying
  • Faxing and scanning documents
  • Dealing with telephone calls
  • Filing
  • Creating and maintaining client files
  • Scheduling meetings
  • Meeting and greeting clients
  • Database management
  • Proof reading documents
  • Preparing client files and documents
  • Shredding
  • Handling incoming and outgoing posts.

 

Vacancy Title: Financial Services Apprentice

Employer: Intelligent Wealth Management Partnership Ltd

Employer Description: Intelligent Wealth Management Partnership Limited are a small, independent financial adviser firm based in Lichfield with three in-house advisors currently.

Vacancy Location:

Wall House

Green Lane

Lichfield

WS14 0AS

Working Week: Monday – Friday 9:00am – 5:00pm with one hour lunch break (35 hours p/w)

Training:

  • Level 2 Diploma in Business and Administration
  • Functional Skills in Maths, English and ICT up to Level 2
  • Employment Rights and Responsibilities
  • Personal Learning and Thinking Skills

 

Vacancy Type: Intermediate Apprenticeship

Duration: 18 months

Personality:

  • Confident
  • People-person who is able to communicate effectively
  • Personable
  • Willing to learn.

 

Qualifications: Ideally, candidates will hold GCSE grades A*-C (4-9) in Maths, English and ICT (or equivalent qualifcations).

Skills Required:

  • Use of Microsoft Software such as: word, excel, and outlook would be advantageous
  • Excellent communication skills
  • Attention to detail.

 

Future Prospects: To be decided upon completion of the apprenticeship programme.

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