Apprentice Client Services Trainee/Assistant

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

Employer

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.

Address

St James House Anchorage Avenue

Shrewsbury Business Park

Shrewsbury

SY2 6FG