Client Services Administration Apprentice

Taylor Money is a boutique, family-owned wealth management firm based in Falmouth, Cornwall. For 35 years we have been helping clients make good decisions with their money. We pride ourselves on investing our time with our clients to understand what is important to them now and in the future. This equips them with a financial plan enabling them to protect and provide for those that matter the most.

Monday to Thursday 9:00am - 5:00pm Friday 8:00am - 4:00pm 1-hour lunch break 35 hour per week. 35 hours a week1 yearCommunication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Administrative skills, Team working, Initiative, Friendly & professional, Able to multitask, Proactive, Microsoft Office

Requirements

Essential qualifications

GCSE in:

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Customer care skills
• Problem solving skills
• Administrative skills
• Team working
• Initiative
• Friendly & professional
• Able to multitask
• Proactive
• Microsoft Office

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Administrative skills, Team working, Initiative, Friendly & professional, Able to multitask, Proactive, Microsoft Office

After this apprenticeship

Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).

This apprenticeship provides an excellent foundation for a career in financial services. Successful completion may lead to a permanent role within our Client Services Team, where you can continue to develop your skills and take on greater responsibility. Taylor Money is committed to supporting professional development and offers opportunities for further training, qualifications and encourages long-term career progression within the business.