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Employee Benefits Apprentice

Mattioli Woods
Are you looking for an exciting, challenging and rewarding apprenticeship in financial services? If so, Mattioli Woods has the perfect opportunity for you.

Mattioli Woods - Employer

Mattioli Woods is one of the UK’s leading providers of Wealth Management and Employee Benefit Services.

Mattioli Woods


12 months

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Job Summary

New Vacancy
Financial Services
Mattioli Woods

Detailed Job Description

The apprentice will offer support to all members of staff including directors, Wealth management consultants, practice managers and marketing manager.

Duties will include:

  • Preparing client packs for meetings
  • Incoming and outgoing calls
  • Filing, scanning and faxing
  • Building relationships with clients
  • Making client refreshments etc.
  • Maintain diary systems
  • Sort all incoming post
  • Maintain and update systems
  • Support seminar planning, marketing etc.

Requirements and Prospects

Qualifications required

Maths and English GCSE A-C Minimum

Skills required

  • Strong IT Skills, a working knowledge of Microsoft Word, Excel and Outlook
  • Good written and verbal communication skills
  • Ability to prioritise
  • Team Player
  • Self motivated and organised

Personal Qualities

  • Good time keeper
  • Confident
  • Honest
  • Reliable
  • Enthusiastic
  • Committed

Future prospects

Further progression opportunities are available within the organisation upon successful completion of apprenticeship programme

Additional Information

Training provided

Level 2 Financial Administration

Babington Group - Learning Provider

Always at the forefront of innovation, Babington is a pioneer of the Apprenticeship programme. They ran the first Accountancy Apprentice in the country and the first Insurance Apprentice in the North of England. So they really have the experience and expertise needed to ensure top quality training.

If you're interested in what else Babington offer. Follow the link below.

For more information about this vacancy please contact the provider Babington Group on 01332 345450 or email: (Ref ID:79260)
Babington Group

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