Wealth Services Apprentice - QA : Job Details

Employer Description:

Executive Wealth Services is a Chartered Independent Financial Advisory practice that offer true financial planning advice to a diverse range of clients. Due to expansion of the team along with staff progression and increased clients, we require a wealth service apprentice to join the team. 

Vacancy Description:

• You will become a key digital support staff member, for all staff & clients, working collaboratively across our network. This will include processing standard requests, problem solving to investigate issues, as well as reviewing process functionality.
• In this role you will become an expert user on our internal systems - FE Analytics and Cash Calc for almost all daily tasks. You will have an advanced level of access to process equipment orders, provide information requests, and investigate issues and queries.
• You will work collaboratively across the business being the first point of contact to support others in the organisation to understand specific features of these packages, and how to use them for record keeping, finance requirements & overall support.
• You will become a super user over the duration of your apprenticeship, leading to an expert level of knowledge which you will be required to share with other end users across the organisation.
• You will be proficient in all the Microsoft Office Suite. Using this suite, you will contribute to reporting for importing & exporting, data collection & generating client specific reports and invoicing.
• You will navigate and learn how to transact on our financial provider's websites.

Desirable Skills:

• Good knowledge of Office 365, excel and word – all other systems can be taught
• Excellent verbal and written communication skills
• Good attention to detail
• Previous experience in customer service

Personal Qualities:                                                       

• Excellent time keeping is essential
• A highly organised individual who can work to deadlines
• A ‘can do’ attitude
• Confidence in your own abilities & committed to development

Desired Qualifications:

• Must have at least 4/5 Highers, Maths included

Additional Information:

• Salary - £17,500 per annum
• Working hours - 35 hours per week, Mon - Fri 9am - 5pm (1hr lunch) 

Benefits:

• Performance Bonus reflective of business and individual success 
• 28 days annual leave plus bank holidays
• No Weekends
• Exciting time to grow with the business
• Salary increases on completion of apprenticeship

Future Prospects:

• You will be offered a competitive salary, benefits and bonus with the opportunity to progress.  We are keen to support the successful applicant through industry examinations, through the Chartered Insurance Institute in order to improve career options. 

Important Information:

This vocational apprenticeship comprehensively supports your specific job role with this particular employer.  Throughout your learning journey, you are fully supported by your dedicated QA skills coach and your mentor at work.  They ensure you settle in, help you develop all the skills you need to be successful in your job role and pass your assessments, and can provide one to one support.

Starting with insights into your current potential, they plan your growth in a programmatic way, close skills gaps with immersive training and ensure what you learn is applicable to what you do. They talk you through the specifics on the qualifications you gain and how they align in particular to your day to day role.

On completion, as well as the valuable work experience you have gained, you get a nationally recognised qualification at SCQF Level 6. 

If you are interested in starting your career and receiving a work based qualification at the same time APPLY NOW!