Apprentice Client Services Trainee/Assistant
Midlands Wealth Management Ltd
Wealth Management - Employer's DetailsVacancy Summary
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