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Apprentice Client Services Trainee/Assistant

Midlands Wealth Management Ltd

Wealth Management - Employer's Details

Vacancy Summary

Reference No.VAC001792041
Weekly Wage:£245.00
Working week:35
Duration:21 MONTHS
Start date:20/06/2022
Apprenticeship level:Advanced
Closing Date:1/06/2022

Apprenticeship Details


  • 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.


Employer's Details




Midlands Wealth Management Ltd

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.


St James House Anchorage Avenue

Shrewsbury Business Park