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


WS14 0AS

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


  • 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


  • 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.

  • Register Your Interest in this Vacancy

    To register your interest in this vacancy, please apply by completing the application form below. Fields marked with an asterisk * must be filled in before you can send your form. We will share your personal information with the employer and the National Apprenticeship Service and make contact with you to discuss your application.

    Your Details

    First Name*
    Last Name*
    Landline Telephone*
    Mobile Telephone


    This information will not be used as part of the selection process. We are committed to equal opportunities. We will use the information you give in this section only to monitor how effective our services, policies and advertising are.

    Date of Birth*
    Do you consider yourself to have a disability?*
    Do you have any other health problems?*


    Have you been a resident in the UK/EU for more than 3 years?*
    If NO, please give most recent details of residency outside the UK/EU in the last three years:


    Please select the category which best describes your ethnic background:*

    About You

    What are your strengths? (e.g. team working, organising, etc):*
    What personal skills would you like to improve? (e.g. time management, questioning skills):*
    Is there anything we can do to help you at an interview? (e.g. do you need a signer, information in Braille, another person to come with you):
    What are your hobbies, interests or achievements?:*


    Please enter the qualifications you have achieved. If you have not yet received your grades, please write that they are predicted. For example, GCSE Maths – B GCSE English – C A Level Art – B (predicted)

    Work Experience

    Starting with the most recent, please enter your work history or relevant experiences. Include the employer, job title, voluntary/part-time/full-time, whether it was a partially completed apprenticeship and the start and end dates. For example, ABC Ltd – part-time sales person – 01/03/2013 to 30/03/2013 XYZ Charity – voluntary cleaner – 01/06/2012 to 28/02/2013

    Human Validation

    Please enter the text you see below in the box to prove you are a human visitor.

    The data collected on this form is for use by South Staffordshire College only and is not given or sold to any third parties unless absolutely necessary for the fulfilment of your registration of interest. It will be stored and used by us for communicating with you based on your interests until such a time that we feel it may no longer be of use to you, or you request that we remove your details. We take your privacy very seriously and all relevant data protection laws of England apply.
    See our full Privacy Statement.

This site uses cookies by default. Our cookies page explains this in detail and allows you to change your settings. To hide this message, click