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Eligibility Criteria
You must be aged 19–29, living in the Black Country or Coventry area, claiming Universal Credit, and not in full-time employment or education.
Overview
Are you ready to take your first steps into the world of financial management? This is your chance to become a vital part of a family-run wealth management company that manages the wealth of some of the West Midlands' best business leaders.
In this role, you’ll be working closely with both clients and financial advisers, helping to grow wealth funds whilst remaining fully compliant with Financial Conduct Authority standards. You’ll be the go-to support for clients, combining top-tier customer service with sharp organisational skills and a knack for solving problems on the fly.
If you thrive in a collaborative environment, love building relationships, and enjoy seeing the results of your work in action, this opportunity is for you.
Duties
The apprentice will provide essential administrative support to a dynamic team of financial advisers, contributing to smooth and efficient operations.
They need to demonstrate a genuine interest in financial services, with a commitment to learning and adhering to FCA regulations and compliance standards.
The successful apprentice will need to display a proactive, self-motivated attitude with a willingness to take initiative and grow within a supportive team environment.
The company's clients are business leaders, and the successful apprentice must have strong communication skills and be great at building and maintaining professional relationships
Salary:
National Living Wage, dependent on age
Contract Type:
Apprenticeship
Hours:
Monday–Friday, 9am–5pm (35 hours per week)
How We Support You
Through Path 2 Apprenticeships you’ll get free training, personalised mentoring, interview preparation and a guaranteed interview with the employer. We’ll support you at every step of your journey to help you secure long-term employment.
Programme Information
Delivered in partnership with the West Midlands Combined Authority (WMCA), the Path 2 Apprenticeships (P2A) programme is a free initiative designed to help individuals progress into apprenticeships and advance their careers. By submitting your application for the P2A programme, our team will support you in applying for the vacancy listed above.