Schedule client meetings, including setting up calls, video conferences and face-to-face appointments
Manage client communications, including responding to queries and arranging meetings as necessary
Liaise with our introducers to keep them up to date on the progression of their referrals
Maintain accurate and up-to-date client records in the firm’s CRM and back-office systems
Prepare and process client applications, reports, and forms (e.g., pensions, investments, insurance)
Assist with the preparation of client meeting packs and reports, including gathering relevant financial data
Liaise with third-party providers (e.g., pension and investment companies, insurance providers) to process client applications and requests
Support to Financial Advisers:
Provide day-to-day administrative support to financial advisers, ensuring they have the necessary information for client meetings.
Attend and observe client appointments to build skills to assist in the preparation of suitability reports and other financial documents
Manage adviser diaries, ensuring appointments and deadlines are met
Compliance and Record Keeping:
Ensure that all client documentation and transactions are compliant with regulatory requirements.
Support the team with maintaining up-to-date records for audits and regulatory reviews
Monitor client reviews and ensure compliance with the firm's service level agreements and timelines
General Office Support:
Manage the filing, scanning, and organisation of paperwork.
Assist with the day-to-day running of the office, including ordering supplies and maintaining office equipment
Support other administrative tasks as needed to help ensure the smooth operation of the business
Client and Marketing Support:
Assist in the preparation of client newsletters, marketing materials, and social media content.
Coordinate client events and seminars, as required.
Training:Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
R01 (CII)
Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:
Upon successful apprenticeship completion, the candidate can look forward to a permanent role with growth areas being wide and vast i.e.Financial Advisor, Insurance Advisor, Para Planner
Employer Description:Right Wealth Management is a growing, fast paced and exciting Independent Financial Advisory (IFA) firm based in Derby, with a national presence. We pride ourselves on being different, we say yes to everyone and encourage all UK adults to create a financial plan for them and their loved ones.
We deliver exceptional financial planning and protection services to individuals and businesses. Our ambitious team is committed to providing personalised financial solutions with a focus on building lasting relationships with our clients.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Self motivated,Positive attitude,Enthusiam for the industry....Read more...
Assisting with general administrative tasks such as answering calls, managing emails, and maintaining filing systems
Scheduling appointments and managing client communications
Supporting financial advisers with client paperwork and documentation
Maintaining client records and updating a back office system
Preparing and processing forms and documents
Ensuring the office runs smoothly with day-to-day administrative support
Meet and Greet Clients attending the office for meetings
Training:
The training will take place at Lynas Vokes, with the assessor visiting every 4-6 weeks
Training Outcome:
Once the initial business and administration qualification is completed the suitable candidate will then be offered the opportunity to partake in Financial Services Qualifications. This will allow them to pursue a long-term career in Financial services whether that be Paraplanning, Advising, Administration or Compliance – we aim to support and nurture talent, there really are no glass ceilings!
Employer Description:Lynas Vokes has been successfully offering financial advice to clients since 1972. The company was started by Jamie Gordon with the sole aim of providing the most suitable wealth management solutions to clients. As an independent wealth management business, Lynas Vokes can develop and implement comprehensive financial plans for all clients. The team is highly qualified and has years of expertise in their respective fields.
Lynas Vokes currently serves over 1600 clients and manages £175 million worth of assets. We’re regulated by the Financial Conduct Authority and are a trusted financial planning firm. We have a 4.8/5 rating on VouchedFor, earned solely through independent reviews.
We offer advice relating to investment strategies, pension, tax and estate planning, as well as both life and health insurance. We also have a comprehensive mortgage service, specialising in all client types from first time buyers and home movers to buy-to-let. For businesses, we offer corporate financial planning covering group pensions, corporate insurance, financial planning and employee benefits.Working Hours :Monday to Friday
9am-5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience,Literacy Skills,Full UK Driving licence,Competent in Microsoft Word,Competent in Microsoft Excel,Competent in Microsoft Outlook....Read more...
Key Duties and Responsibilities:
Scanning, printing and filing duties, as required
Basic letters and correspondence
Scheduling client meetings
Data entry using Excel and internal IT systems
Preparing report packs
General enquiry calls
Stationery monitoring / ordering
Assisting with the preparation of client meeting packs
Maintaining and updating client records
Downloading / printing factsheets
Preparing and printing mail merges
E-filing and saving documents onto the cloud
Assisting the Business Processing Administrator with sending out LOAs and chasing providers
General:
Supporting the Practice’s ongoing expansion and administrative demands
Answering incoming telephone calls in a professional and polite manner
Shredding of all confidential information
Keeping the office area tidy and presentable at all times
Team working
Logging all calls and emails on CRM system in line with compliance regulations
Training:Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector.
An understanding of the role of the appropriate regulatory bodies.
The importance of relationship building with clients and colleagues.
Understanding of processes and procedures relevant to the role.
How to develop commercial awareness.
Building skills and capabilities within an organisation.
Professional Qualifications (one of):
CF1 - awarded by The Chartered Insurance Institute (CII).CF1 - awarded by The Chartered Insurance Institute (CII).
Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas.
To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:This apprenticeship offers a route for a career in the financial sector. A permanent position will be available upon completion of the apprenticeship dependent on performance.Employer Description:Sterling, established in August 2000, has grown substantially over the years. However, we have always aimed to retain the feel of a smaller company. We offer a range of financial services, but typically provide ongoing support to those with investable assets above £500,000. Our priority is to help clients make the most of their wealth through sensible investment and tax planning recommendations, all based on their individual circumstances and objectives.Working Hours :Monday – Friday between 9am-5pm (1 hour unpaid lunch).Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Enthusiastic,Punctual....Read more...
Principal duties after training to include - Generic:
To assist in providing financial support to the Credit Union
To provide advice and guidance to members on behalf of the Bradford District Credit Union
To develop good working relationships with colleagues to support the delivery of Credit Union services and always show professionalism and respect
To promote fairness and inclusion across all Credit Union service provision and employment through personal example and open commitment
To take reasonable care of own health and safety and that of others who may be affected by the work of the post holder
To carry out any other duties as may be required, which are reasonable in terms of the nature and level of the post
Promote continuous improvement by:
Maintaining knowledge of relevant guidance
Ensure quality and consistency of financial information
Promoting governance and risk management awareness and the maximising of resources to improve value for money
Support the team with wider administration duties
To carry out any other office duties that may be required by management
Training:Business Administrator Level 3 Apprenticeship Standard:
The apprentice will be invited into a monthly workshop in Bradford College's Little Germany campus
No weekly release day in to college
5 days per week in the workplace
6 hours 'off the job' every week for shadowing colleagues, specific training or writing of assignments
Assessor/skills coach will visit the work place every 4-6 weeks
Training Outcome:
Potential permenant position within the company upon successful completion of the apprenticeship
Employer Description:Bradford District Credit Union (BDCU) is a progressive non-profit ethical community bank owned by its members. With over 10,000 members, we take pride in our 32 years of dedicated service. As a rapidly growing organisation, we serve as a community development hub by leading on innovate projects and events, collaborating with various partners to offer community and commercial projects aimed at fostering a savings culture.
At BDCU, we provide a "Faith Friendly" alternative to high street banks, predatory lenders, and costly money lenders. Our primary focus is to encourage savings through a range of accounts, including savings accounts and junior savings accounts. Additionally, we offer loans to our members and individuals in need of financial support. We extend our services to companies as well, providing savings and loan options to their staff, promoting safe and responsible financial practices.Working Hours :Monday - Thursday, 8.30am - 4.30pm and Friday, 8.30am - 4.00pm.Skills: Communication skills,IT skills,Organisation skills,Customer care skills,Number skills,Analytical skills,Team working,Initiative,Patience....Read more...
You will gain knowledge in key areas such as:
Client relationships
Delivering services in a timely manner
Problem solving and decision making
Financial services
You will gain hands on experience as you work alongside experienced members of staff.
Other duties are:
Answer phone calls, emails ensuring clear and professional communication to clients and providers
To carry out appropriate research and analysis to determine the most suitable products to meet the client's needs
Prepare materials for meetings and take minutes if required
Maintain databases and ensure records are up to date
Greet clients, making sure they are attended to promptly
Type letters and prepare documents to go to clients
Deal with incoming and outgoing mail
Scan meeting packs onto the system after a meeting
Perform other duties as required to ensure the office runs efficiently
Training:Business Administrator Level 3.
You will be expected to attend Craven College 1 day per fortnight to learn the knowledge aspects of your course and 4 days at work (5 on the week you are not at college).Training Outcome:We would love this to be the start of a long-term career with us. This would ideally progress to a full-time, permanent position with progression opportunities throughout the business depending on your skillset.Employer Description:An esteemed family practice offering first rate financial advice for both private and corporate clients.
We provide a wide range of services whether a client is looking to build, grow, protect or preserve their wealth.Working Hours :Monday - Friday
9am - 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Analytical skills,Team working,Creative,Initiative....Read more...
Apprentices must be enthusiastic about a career in sales. Throughout the training programme, apprentices will be expected to hit development milestones on their journey.
Trainees will be taught how to identify, prospect and nurture new business relationships. Our in-house trainers will develop apprentices’ techniques on how to sell to different target audiences in banking, insurance, asset management and fintech.
Throughout the programme, apprentices will be expected to demonstrate a hard-working attitude, a willingness to use initiative and should exhibit curiosity and persistence.
The latter is key as the early days of developing a client book involve substantial amounts of prospecting through emails, on the telephone, in person and using digital outreach platforms.
In return you will learn the basics of capital markets, offering you an opportunity to work as part of a friendly team, liaise with clients and with a good amount of autonomy to develop your own client book.
This is a fantastic opportunity to work for an independent agency, in a multi-layered role, where the earning potential is enormous.
Training:The academic portion of this apprenticeship will be delivered by Anglia Ruskin University in a day release arrangement. Apprentices will be sent with their cohort to study blocks at the university with additional study days following immediately after on-campus attendance.
Academic training is delivered on campus in a variety of lectures, seminars as well as online tasks. Training Outcome:On completion of their Level 6 qualification, apprentices have the option to take up a full-time salaried position within the business within the commercial team.
This apprenticeship is designed to equip candidates with a knowledge of sales across UK financial services and capital markets.
The scheme aims to develop future managers to lead our teams. Therefore, the training extends beyond sales to HR management, finance, marketing and handling disruption and innovation.Employer Description:Rhotic Media is a financial services marketing agency that offers strategic support to global businesses in marketing strategy, content delivery, training, presenting and live event production.
Our clients rely on us to have a comprehensive understanding of the global economic and capital markets landscape to enable them to stand out from their competitors and achieve cut-through in their marketing.
Rhotic’s team take client business objectives and translate them into strategies and assets serving an overall corporate aim. They do this through a consultative approach that stems from an ability to recognise important themes and unravel technical jargon.
The agency works across three key client segments – capital markets, personal finance and financial technology. These segments span every area of finance, including accounting, banking, insurance, investment, pensions, payments, and securities services.Working Hours :Monday to Thursday:
Office based
Fridays:
Designated study day
Exact shifts TBC.
Additional days for:
• Block release periods university campus attendance
• On campus study daysSkills: Communication skills,Team working,Initiative,Patience,Resilience....Read more...
Weekly tasks will include:
Update accounts payable and performs reconciliations
Post and process journal entries to ensure all business transactions are recorded
Update accounts receivable and issue invoices
Assist in the processing of balance sheets, income statements and other financial statements according to legal and company accounting and financial guidelines
Assist with reviewing of expenses, payroll records etc. as assigned
Update financial data in databases to ensure that information will be accurate and immediately available when needed
Prepare and submit weekly/monthly reports
Assist senior accountants in the preparation of monthly/yearly closings
Assist with other accounting projects
Training:Accounts or Finance Assistant Level 2 Apprenticeship Standard:
For the accounts or finance assistant, the qualification required is:
AAT Level 2 Certificate in Accounting
Institute of Certified Bookkeepers Certificate in Bookkeeping
Institute of Accountants and Bookkeepers Level 2 Certificate in Accounting and Business
Training Outcome:
Progression for this role to AAT level 3 with the option to study further to full chartership in time
Employer Description:Whatever the size of your business - whether you have hundreds of employees, are a sole trader, or are in employment but need to submit an annual self-assessment - we can help you. All of our services are totally bespoke to your needs, the scale of your interests, and the amount of support that you require from usWorking Hours :Days and shifts are to be confirmed with the successful applicant prior to commencing the role.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working....Read more...
Reporting into one of our engineering teams, you'll work on exciting projects to gain practical experience and insights into our business
Provide basic technical support to users and customers
Work with services such as AWS and programming languages such as C#, Java, Python, .NET, CICS and COBOL, you’ll gain exposure to the full software development lifecycle
Brainstorm and develop solutions with your team, attend planning sessions and work with a variety of people across teams and in time, drive and lead technical solutions independently
Training:
Alongside your role, you’ll study towards a BSc (Hons) Digital and Technology Solutions degree provided by Nottingham Trent University
Training will be provided one day per week on Nottingham Trent Universities city campus
Training Outcome:
Qualified Software Engineer
Employer Description:Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realise their financial goals and help them save time and money.
We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments.
We invest in people and new advanced technologies to unlock the power of data. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.comWorking Hours :Monday - Friday, 9.00am - 5.30pmSkills: Communication skills,IT skills,Attention to detail,Problem solving skills,Team working....Read more...
A typical day:
Due to the exciting and dynamic nature of the roles within Finance, no two days are the same, from analysing and summarising data, to supporting the Business Units and working on technology projects, the scope of the role is extensive. This creates an excellent setting for learning and personal growth.
Examples of responsibilities include:
Collating and analysing data sets using Excel to identify and understand key insights, and then presenting the results to your manager/team
Challenging and investigating problems that arise and proposing thoughtful solutions
Continuous learning to develop an understanding of investment banking products, trading, tax laws, accounting standards and technology skills
Preparing financial summaries as well as reviewing and validating their accuracy
Exploring the use of a variety of Digital Tools and Software to improve existing processes and minimise errors to ensure quality and accuracy of data
Training:Data Analyst Level 4.
20% off your working week will be dedicated to 'Off the job training' - ie apprenticeship studies which are completed online during work hours. This will include independent self paced learning, online tutorials alongside other apprentices and 1:1 coaching.Training Outcome:After your Data Analysis Apprenticeship, you can progress into any Junior Data Analyst, Data Scientist and Data engineer role. You'll have the skills to run insight analytical projects from beginning to end and work within a Data Analytics team.Employer Description:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.Working Hours :9:00am - 5:30pm Monday - Friday in person.Skills: Communication skills,Attention to detail,Organisation skills,Analytical skills,Team working,Problem Solving....Read more...
You will be responsible for administration generated from client meetings, business submission and incoming telephone, email and postal queries.
This will also include:
Administration of client information for the Financial Planners, ensuring all information is gathered in timely fashion and prepared fully before submitting to paraplanner to write case.
Responsible for managing the whole LOA process, chasing providers and 3rd parties to gain information required by Paraplanning team.
Gathering and chasing information from SJP administration centres and external 3rd parties to ensure client work is completed within given timescales.
Managing the client’s financial information and documents to update/create the Client Financial Review documents.
Training:This is a workplace apprenticeship, and you will be supported directly by your tutor and your line manager. Training Outcome:For the right candidate and on the completion of the Level 3 there may be opportunity for to progress to being a trainee Paraplanner at Level 4.Employer Description:Chase Virtual Solutions was launched in 2018 to provide a full suite of administration services exclusively to St. James’s Place Partners.
We are a team of professional, diligent and highly trained Executive Assistants providing an efficient, proactive service that gives you maximum time to focus on your clients. We have the skills, knowledge and drive to provide exceptional value to all our partner practices, working with you to deliver a service to your valued clients that exceeds expectations.
You focus on your clients.
We focus on you.
Is anything more important to you and your practice than client service and satisfaction?
Surely not. But the burdens of administration can easily come between you and the results you want. This is where we can help by picking up all those time-consuming administrative tasks, freeing you to give all your attention to your clients and to building a great work-life balance.Working Hours :Normal office hours will be required, so hours between 9am and 5pm Monday to Friday.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness....Read more...
To complete the Onboarding function within the Mizuho CLM Team in a timely and cost-efficient manner ensuring adherence to all SLA’s and procedures for MHI, London & EMEA Branches. To manage the control of AML/KYC documentation in line with Internal Compliance Procedures/FCA regulations.
Duties and Responsibilities
Work with the Front Office and other internal stakeholders to onboard clients across various product/business lines.
Work closely with Clients to obtain the relevant KYC documentation in line with Mizuho internal procedures and regulatory requirements to help onboard the Clients.
Complete the addition of counterparty registration applications and initial client registration from workflow through to client management databases - in adherence to all Mizuho Compliance procedures
Perform client identification and verification on Financial Intermediaries.
Perform screening of clients using World check one.
Maintain high quality reference data across systems in conjunction with AML/KYC Client documentation verification.
Build relationships and business understanding with internal stakeholders in order to initiate and implement improvements to existing processes.
Support the team leaders with various projects and ad hoc tasks within Shared Services.
Ensure that all handoffs to other departments are understood and managed effectively
Develop relationships with internal stakeholders with a view to driving end to end process enhancements.
Training:
Training will be delivered through Fitch Learning and is a hybrid model.
Training Outcome:
There is opportunity of a full-time permanent position on successful completion of the apprenticeship.
Employer Description:Mizuho EMEA provides corporates and institutions in the region with paralleled access and expertise in Japan and Asia, and supports clients with their corporate and investment banking and asset management needs. Our client base includes leading corporations, financial institutions and state owned entities. We are a strategic financial partner with a focused objective of helping our clients to connect, succeed and grow.
We are not your typical financial institution. It’s our people who make us a cut above. Here, every person is respected because of their differences, not in spite of them.
We pride ourselves on a culture of purpose, passion, and compassion. At Mizuho, we provide the stability of an international industry leader with the career trajectory of a growing business. Our steady, strategic growth gives our people at all levels rewarding degrees of responsibility and a richer work experience than a boutique firm or an established giant could offer alone.
Working for Mizuho opens doors not just to a rewarding career with excellent prospects, but to lasting friendships with colleagues from diverse cultures. It’s the local expertise of our employees that makes our global network so powerful.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Prepare source documents for computer entry by compiling, sorting and organising documents, resolving questionable data, setting daily priorities
Maintain accounts systems for multiple companies by inputting sales and purchase ledgers
Prevent erroneous entries by inputting voids and cancellations
Update records by entering adjustments
Complete bank reconciliation and prepare VAT returns
Prepare management accounting information
Prepare payroll
General office duties, including but not limited to answering phone calls, emails, dealing with visitors
Training:You will be training towards the
Level 3 Assistant Accountant Apprenticeship Standard &
AAT Level 3 Diploma in Accounting including modules such as
Tax Processes for Businesses
Financial Accounting: Preparing Financial Statements
Management Accounting Techniques
Business Awareness
Functional Skills in maths and English, if required
Training Outcome:
The next steps for the successful apprentice would be to complete the level 4 and then level 7 apprenticeship
Atrium Accounts will no doubt support the right candidate with their learning journey
Employer Description:Atrium Accounts are based in York who offer a full range of accounting, tax and business services to small and medium sized businesses across the UK. Our clients range from small sole traders who need help with their year-end accounts, tax compliance and business strategy, to larger companies that have outsourced their entire finance function to Atrium who provide full time support.Working Hours :Monday to Friday
9.30am to 5.30pm
(Could be flexible with 4 days per week i.e. 30 hours)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Independence,MS Office Knowledge,Confidentiality....Read more...
Scanning, photocopying and filing documents
Arranging for meetings by reserving rooms and securing refreshments
Maintaining office equipment including, copiers and fax machines for smooth office functionality
Receiving clients when they arrive
Conducting research and compiling data upon request
Managing office supplies, including refreshments
Opening, sorting and distributing mail and emails
Creating, editing and updating spreadsheets
Light accounting duties
Preparing documents such as invoices, memos and financial statements and using word processor or presentation software
Training:
L3 Business administrator Apprenticeship Standard
Training Outcome:
A possibility of a full time position after completion
Employer Description:eLawyer Services are a dedicated legal services company, providing expert legal advice and case management to clients principally in the South and South East of England.Working Hours :Monday to Friday, 9:30 to 4pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Analytical skills,Team working,Creative,Initiative,Patience....Read more...
As an Apprentice Project Controller, you’ll learn how to:
Develop a strong foundation in tracking project budgets, analysing variances, and maintaining financial accuracy, a key stepping stone in project management
Analyse financial data and create insightful reports, learning how these skills directly influence successful project delivery
Contribute to planning and scheduling activities, building your understanding of how to align resources, budgets, and timelines effectively
Engage with diverse stakeholders, enhancing your teamwork and communication skills while gaining insight into how different roles drive project success
Gain hands-on experience with industry-standard project management software, equipping you with practical skills for future roles
Build a pathway to leadership, by working closely with project managers, you’ll gain valuable exposure to the responsibilities of project leadership, preparing you for future progression in your career
Training:20% of your week (usually one day) will be dedicated to your training programme.Training Outcome:Every apprentice is guaranteed a permanent position with us at the end of their scheme.Employer Description:United Utilities is responsible for water and wastewater services in the North West of England. Our purpose is to provide great water and more for the North West.
We deliver 1.8 billion litres of water a day to more than 3 million homes and businesses in the North West, as well as treating all the wastewater which disappears around the U-bend.
Keeping the region flowing relies on a vast behind the scenes operation, involving hundreds of reservoirs, treatment works and pumping stations; thousands of kilometres of water pipes and sewers and a 5,000 strong workforce.Working Hours :Exact working days and hours will depend on the team you are working with but will likely fall between Monday to Friday 9am to 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative....Read more...
As a Customer Service Representative Apprentice, you will:
Support our existing customers facing financial difficulty.
Support mainly on the telephone.
Think outside the box and be informative about alternative digital services, whilst supporting with banking queries.
Communicate transparently with excellent interpersonal skills to deliver amazing customer service, being confident and friendly when speaking with our customers in this telephony-based role.
Customer service experience is desirable, but not essential for this role.Training:
It’s a permanent, entry level role; an apprenticeship opportunity which will see the successful candidates join for a 12-18-months Level 3 Apprenticeship programme, all fully funded by HSBC.
You will be supported throughout your entire journey, with a mixture of classroom learning, independent study and on the job training, designed to build your foundations for a successful career within the HSBC Group.
Qualification attained in this programme is Level 3 Customer service specialist.
Training Outcome:
All HSBC Apprenticeships are designed with your future career in mind. Through practical training, real-world projects and personalised guidance, our apprentices get the skills and experience necessary for a long, successful and varied career within HSBC Group.
Employer Description:HSBC is one of the largest banking and financial services organisations in the world, serving over 40 million customers globally. We aim to be where the growth is, connecting customers to opportunities, enabling businesses to thrive and helping people fulfil their hopes and ambitions. To help achieve this, we want to recruit talented individuals from all walks of life who share our vision.
As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC UK is committed to being an inclusive employer and encourages applications from all suitably qualified applicants.
At HSBC Group we look to enable our employees to better balance their work / life priorities
and have the flexibility required to meet challenging needs as they progress through different
life stages.
Where possible we will consider the following flexible working options: part-time working, job
sharing, term-time working, and working from home and staggered hours. If in considering a
role with HSBC, you have a need for some flexibility in your working arrangements, please
discuss this with the recruitment team in the early stages of the application process.
As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC Group is committed to being an inclusive employer and encourages applications from all suitably qualified applicants.Working Hours :Ability to commit to a minimum of 60% office-time per week (following completion of initial training).
Shifts to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Number skills,Analytical skills,Logical,Team working,Non judgemental,Patience....Read more...
As a Customer Service Representative Apprentice, you will:
Support our existing customers facing financial difficulty
Support mainly on the telephone
Think outside the box and be informative about alternative digital services, whilst supporting with banking queries
Communicate transparently with excellent interpersonal skills to deliver amazing customer service, being confident and friendly when speaking with our customers in this telephony-based role
Customer service experience is desirable, but not essential for this role.Training:
It’s a permanent, entry-level role; an apprenticeship opportunity which will see the successful candidates join for a 12-18-month Level 3 Apprenticeship programme, all fully funded by HSBC
You will be supported throughout your entire journey, with a mixture of classroom learning, independent study and on-the-job training, designed to build your foundations for a successful career within the HSBC Group
Qualification attained in this programme is Level 3 Customer service specialist
Training Outcome:
All HSBC apprenticeships are designed with your future career in mind. Through hands-on training, real-world projects and personalised guidance, our apprentices get the skills and experience necessary for a long, successful and varied career within HSBC Group.
Employer Description:HSBC is one of the largest banking and financial services organisations in the world, serving over 40 million customers globally. We aim to be where the growth is, connecting customers to opportunities, enabling businesses to thrive and helping people fulfil their hopes and ambitions. To help achieve this, we want to recruit talented individuals from all walks of life who share our vision.
As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC UK is committed to being an inclusive employer and encourages applications from all suitably qualified applicants.
At HSBC Group we look to enable our employees to better balance their work / life priorities
and have the flexibility required to meet challenging needs as they progress through different
life stages.
Where possible we will consider the following flexible working options: part-time working, job
sharing, term-time working, and working from home and staggered hours. If in considering a
role with HSBC, you have a need for some flexibility in your working arrangements, please
discuss this with the recruitment team in the early stages of the application process.
As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC Group is committed to being an inclusive employer and encourages applications from all suitably qualified applicants.Working Hours :Ability to commit to a minimum of 60% office-time per week (following completion of initial training).
Shifts to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Number skills,Analytical skills,Logical,Team working,Non judgemental,Patience....Read more...
Assisting consultants in finding and registering suitable candidates
Updating and maintaining the CRM with accurate candidate information
Headhunting and conducting telephone interviews and screening processes
Completing paperwork and general administrative tasks
Liaising with candidates, handling inquiries, and providing excellent support
Chasing invoices and managing stationery orders
Organising meetings, taking minutes, and handling travel/accommodation bookings
Managing social media marketing activities on platforms like LinkedIn and Facebook
Training:Level 3 Apprenticeship in Business Administration consisting of:
Level 3 Apprenticeship in Business Administration
Level 2 Functional Skills in Mathematics (if applicable)
Level 2 Functional Skills in English (if applicable)
You will be required to attend a half-day session with HBTC where you will work towards any functional skills (where needed) that you have to take. Additional off the job training will also be required as part of the apprenticeship. There will also be an end point assessment. Training Outcome:After the apprenticeship, there may be an opportunity for you to advance in the workplace or go on to higher education.Employer Description:SAAF Education was established in 2011 to provide schools, academies and trusts with bespoke, high-quality business support services.
We work with over 500 schools, academies, and trusts to provide bespoke support in financial management, payroll, supply & recruitment, internal audit and asset management.
Our services are designed and built by experts with notable backgrounds in these specialist areas.
Recognising that every school has a diverse set of requirements, our services are tailored to meet your school, academy, or trust’s needs.Working Hours :Monday to Friday, 7.30am - 4.30pm.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Team working,Initiative....Read more...
Perform general clerical duties, including photocopying, scanning, and filing documents
Assist with data entry tasks and maintaining accurate records
Answer and direct phone calls with professionalism and courtesy
Support the office team in organising meetings and appointments
Utilise Sage for basic financial record-keeping
Handle incoming and outgoing post efficiently
Maintain office supplies inventory and place orders when necessary
Training:This course is delivered in work ,you will have one day a week to complete your course work.Training Outcome:A full-time job role at company.Employer Description:What we do
Maintenance and servicing
Repairs
Spares
Overhaul, refurbishment and modernisation
Press inspections to HSG236 standards
CAD Design
Machining
Machine relocations and installation
Complete project management services
About Midland Power Press Services
Born in a small workshop in Wolverhampton, Midland Power Press Services has grown from a one man operation into the first name UK industry call when presses develop a fault.
The MPPS 30-strong team of skilled and experienced engineers offer a range of services including on-site service, spare parts, repair, inspection, maintenance, machine refurbishment and modernisation.
An emergency power press repair service guarantees an engineer on site the same day, whilst our in-house machine shop provides all the capacity needed to repair parts for power presses, hydraulic presses, forging machines and auxiliary equipment.
Our electrical department provides on- site service and repairs, new control systems, and has become a leading provider of
press inspection services to comply with health and safety legislation.
We also offer preventative servicing and maintenance to all of our customers, which have proven to reduce repair costs over the course of the year.
At our Tipton, West Midlands factory we have continued to invest in equipment with the introduction of CNC machine tools and Portable Coordinate Measuring Machine.
The ability to respond quickly and offer engineering solutions has seen us continue to grow annual sales and we count blue chip customers in the automotive, aerospace, white goods, forging and food and drink sectorsWorking Hours :Monday to Thursday 7.30am to 4.30pm.
Friday 7.30am - 2.00pm.
Half an hour unpaid lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Creative,Initiative....Read more...
Setting up and updating cash flow report
Agreed monthly reports
Payroll Year End processing and reconciliation
Printing of payslips
Updating and reconciling nominal ledgers activities and transactions
Dealing with bank postings
Training:
You will gain AAT level 2 Foundation Certificate qualification
Level 2 NVQ
Accounting / Finance Apprenticeship Level 2
Apprentices without Level 1 English and maths will need to achieve this level and taken the test for level 2 prior to taking their end point assessment
Training Outcome:
AAT Level 3 Apprenticeship
Full time employment
Employer Description:We help relieve you of many of the financial and administrative worries of running your own business. We believe that only quality outsourcing will do, and to this end we manage the following services on your behalf:
-Bookkeeping
-Cashflow and profit forecasts
-Management accounts
-VAT returnsWorking Hours :Monday - Friday between 9.00am - 5.00pm. Day release for class.Skills: IT skills,Administrative skills,Number skills,Team working,Non judgemental,Patience....Read more...
A typical day:
Co-ordinating written communications
Assisting in the creation and upload of internal communication sites
Supporting day to day operational management, including responding to employee queries
Supporting with the preparation of company-wide communications & presentations
Supporting the review of templates for HCM specific documentation
Analysing data, identifying key trends and presenting this back to internal audiences
Working on ad-hoc projects across the HCM division
Cultivating and maintaining strong relationships across the wider team and business
Training:Data Technician Level 3 Apprenticeship Standard:
20% off your working week will be dedicated to 'Off the job training' - ie apprenticeship studies which are completed online during work hours
This will include independent self paced learning, online tutorials alongside other apprentices and 1:1 coaching
Training Outcome:
After your Data Technician apprenticeship you could progress into HR, Recruitment, Sales, Marketing & PR, Real Estate, Office Management, Business Management. Most of the above can be completed in a higher-level qualification
Employer Description:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.Working Hours :Monday - Friday, 9.00am - 5.30pm in person.Skills: Communication skills,Attention to detail,Organisation skills,Team working,Creative,Initiative,Interpersonal skills,Microsoft Office Applications,Interest in data....Read more...
As an apprentice in our Crystal Ski Commercial team, you’ll spend two invaluable years working right at the heart of our business – with real responsibilities, and the chance to work on real projects.
You’ll gain a unique insight into our exciting and dynamic industry, with exposure to many other functional areas and senior colleagues, as well as the opportunity to enhance your professional skills through an extensive and tailored programme of learning and development. You’ll have lots of fun during your time with us, and we’ll ensure you get the support you need every step of the way.
The time that our customers spend away on our holidays is precious. That’s why we need to understand what our customers want as well as how the world is changing so we can design, develop and deliver dream holidays.
As a Trading Executive Apprentice, your main job is to help make the most money from the destinations you manage. You will work closely with the Product & Planning Manager and the Trading Manager to:
Maximise flight bookings: Ensure planes are as full as possible.
Optimise hotel stays: Make sure our main hotels have high occupancy.
Improve product presentation: Make our travel packages attractive and customer friendly.
You will also help plan for future seasons by analysing how well destinations are performing and providing insights to support planning. Additionally, you will have opportunities to grow and advance in your career.
Your main responsibilities will include:
Analysing Performance: Regularly check key performance indicators (KPIs) for your destination to help with trading actions and campaigns.
Monitoring Merchandising: Ensure your product is well-presented across all channels to boost performance.
Evaluating Financial Performance: Review each unit, resort, and country to spot financial issues and suggest fixes.
Managing Financial Performance: Work with the Product & Planning Manager to take charge of your destination's financial health.
Setting Prices: Lead the pricing for your destination, making sure prices are competitive and costs are covered.
Recommending Strategies: Suggest yield management rules and strategies to the Trading Manager.
Coaching Team Members: Help train less experienced team members and develop your own people skills.
Collaborating on Bed Supply: Work with the Bed Trading Executive to solve bed supply issues and maximize yield.
Handling Customer Queries: Address customer questions from our contact centres.
Providing Insights: Offer key insights and action recommendations for Destination & Trading Meetings.
Training:Our Crystal Ski Commercial Apprenticeship programme is a unique and exciting opportunity to gain a Level 3 Business Administrator apprenticeship and qualification whilst developing a rewarding career in our Crystal Ski Commercial Team. It involves two years of study while being paid in a full time permanent commercial role.
Training is delivered virtually within the office.Training Outcome:
On joining our Commercial Apprenticeship Programme, you’ll be joining TUI as a permanent colleague – moving into a role with one of the teams you’ve worked with during the programme once you’ve finished your rotations.
Employer Description:Be Yourself… Be Unique! TUI’s more than a brand, it’s who we are. Trusted – Unique – Inspiring.
We’re the leading tourism business with diverse customers and over 67,000 employees. Together, we embrace different continents and cultures. We believe travel broadens the mind. Just like our customers, we’re on a journey - of development towards a more digital, connected and integrated future - but we haven’t arrived there yet. We believe that differences drive innovation and we’re encouraging an environment where diverse talent thrives. Inclusion is fundamental to everything that we achieve and it’s our unique colleagues that will shape the future of travel.
The TUI Group includes over 400 owned hotels, 16 cruise ships, a digital platform for more than 160,000 tours, activities and experiences, strong tour operators, 1,200 travel agencies and leading online portals, five airlines with around 130 aircraft, and destination services in all major holiday countries around the globe. It covers the entire tourism value chain under one roof. This integrated offering enables us to provide our 21 million customers with an unmatched holiday experience in 180 regions. A key feature of our corporate culture is our global responsibility for economic, environmental and social sustainability. This is reflected in more than 20 years of commitment to sustainable tourism. In 2022 financial year the TUI Group with a headcount of around 60,000 recorded turnover of about €16,5bn and an operating result of €409m. The TUI Group’s share is listed in the FTSE 250 index, in the Quotation Board of the Open Market on the Frankfurt Stock Exchange, and regulated Market of the Hanover Stock Exchange.
As part of our Diversity Equity and Inclusion policy we encourage applications from all sectors of the community.
As a Disability Confident Employer we guarantee interviews to disabled applicants who meet the minimum criteria for the role and will make reasonable adjustments to assist in the interview process. Applications are open to all sectors of the communityWorking Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
As an apprentice in our Crystal Ski Commercial team, you’ll spend two invaluable years working right at the heart of our business – with real responsibilities, and the chance to work on real projects.
You’ll gain a unique insight into our exciting and dynamic industry, with exposure to many other functional areas and senior colleagues, as well as the opportunity to enhance your professional skills through an extensive and tailored programme of learning and development. You’ll have lots of fun during your time with us, and we’ll ensure you get the support you need every step of the way.
The time that our customers spend away on our holidays is precious. That’s why we need to understand what our customers want as well as how the world is changing so we can design, develop and deliver dream holidays.
As a Trading Executive Apprentice, your main job is to help make the most money from the destinations you manage. You will work closely with the Product & Planning Manager and the Trading Manager to:
Maximise flight bookings: Ensure planes are as full as possible.
Optimise hotel stays: Make sure our main hotels have high occupancy.
Improve product presentation: Make our travel packages attractive and customer friendly.
You will also help plan for future seasons by analysing how well destinations are performing and providing insights to support planning. Additionally, you will have opportunities to grow and advance in your career.
Your main responsibilities will include:
Analysing Performance: Regularly check key performance indicators (KPIs) for your destination to help with trading actions and campaigns.
Monitoring Merchandising: Ensure your product is well-presented across all channels to boost performance.
Evaluating Financial Performance: Review each unit, resort, and country to spot financial issues and suggest fixes.
Managing Financial Performance: Work with the Product & Planning Manager to take charge of your destination's financial health.
Setting Prices: Lead the pricing for your destination, making sure prices are competitive and costs are covered.
Recommending Strategies: Suggest yield management rules and strategies to the Trading Manager.
Coaching Team Members: Help train less experienced team members and develop your own people skills.
Collaborating on Bed Supply: Work with the Bed Trading Executive to solve bed supply issues and maximize yield.
Handling Customer Queries: Address customer questions from our contact centres.
Providing Insights: Offer key insights and action recommendations for Destination & Trading Meetings.
Training:Our Crystal Ski Commercial Apprenticeship programme is a unique and exciting opportunity to gain a Level 3 Business Administrator apprenticeship and qualification whilst developing a rewarding career in our Crystal Ski Commercial Team. It involves two years of study while being paid in a full time permanent commercial role.
Training is delivered virtually within the office.Training Outcome:
On joining our Commercial Apprenticeship Programme, you’ll be joining TUI as a permanent colleague – moving into a role with one of the teams you’ve worked with during the programme once you’ve finished your rotations.
Employer Description:Be Yourself… Be Unique! TUI’s more than a brand, it’s who we are. Trusted – Unique – Inspiring.
We’re the leading tourism business with diverse customers and over 67,000 employees. Together, we embrace different continents and cultures. We believe travel broadens the mind. Just like our customers, we’re on a journey - of development towards a more digital, connected and integrated future - but we haven’t arrived there yet. We believe that differences drive innovation and we’re encouraging an environment where diverse talent thrives. Inclusion is fundamental to everything that we achieve and it’s our unique colleagues that will shape the future of travel.
The TUI Group includes over 400 owned hotels, 16 cruise ships, a digital platform for more than 160,000 tours, activities and experiences, strong tour operators, 1,200 travel agencies and leading online portals, five airlines with around 130 aircraft, and destination services in all major holiday countries around the globe. It covers the entire tourism value chain under one roof. This integrated offering enables us to provide our 21 million customers with an unmatched holiday experience in 180 regions. A key feature of our corporate culture is our global responsibility for economic, environmental and social sustainability. This is reflected in more than 20 years of commitment to sustainable tourism. In 2022 financial year the TUI Group with a headcount of around 60,000 recorded turnover of about €16,5bn and an operating result of €409m. The TUI Group’s share is listed in the FTSE 250 index, in the Quotation Board of the Open Market on the Frankfurt Stock Exchange, and regulated Market of the Hanover Stock Exchange.
As part of our Diversity Equity and Inclusion policy we encourage applications from all sectors of the community.
As a Disability Confident Employer we guarantee interviews to disabled applicants who meet the minimum criteria for the role and will make reasonable adjustments to assist in the interview process. Applications are open to all sectors of the communityWorking Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Quality Inspection: you will join a specialised team responsible for ensuring all inhouse machined components and externally supplied components into the facility are defect-free and cause no disruption to engine or transmissions assembly. You will investigate any issues that arise, utilising a variety of high accuracy measurement devices, from hand gauging to complex measuring equipment such as Coordinate Measuring Machines (CMM) and programming from Computer Aided Designed models, and produce a report that will help our suppliers fix issues, improving quality.Training:Engineering Technician Level 3.Training Outcome:Upon successful completion of the apprenticeship, you will be a qualified Engineering Technician. You will also be eligible to be professionally recognised by the IMechE (Institute of Mechanical Engineers).Employer Description:Caterpillar is the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. We do business on every continent, principally operating through three primary segments – Construction Industries, Resource Industries, and Energy & Transportation – and providing financing and related services through our Financial Products segment.Working Hours :07:30 to 17:15 Monday to Thursday and non-working day on FridaySkills: Communication skills,Attention to detail....Read more...
To work in the Accounts department, having daily interactions with clients, filing documents, working alongside solicitors and other internal members of staff. Supporting the department by streamlining interactions ensuring compliance with Solicitors Accounts Rules and anti-money laundering procedures. Undertaking reconciliations of Client and Office ledgers and assisting with financial transactions.
Main Responsibilities:
Accounts administration
Logging and maintenance of client documents
Telephony
Liaising with clients
Scanning of documents
Posting financial transactions
Taking payments over the telephone
Answering client and staff queries
Working with ledgers
Monitoring online banking
Sending monies to clients and other solicitors
Reconciliations of client funds and ledgers
Performance of day/month end reconciliations
Ensure compliance with Solicitors Accounts Rules
Compliance checks
Company Benefits:
Start on 20 days holiday increasing to 25 days
Contributory pension
Death in service 2x salary
Employee Assistance Programme (EAP)
Perkbox
Monthly dress for the day
Company flu vaccination vouchers
Fully funded Christmas Party
Birthday holiday
Social events
Discretionary Directors’ days
Training:
Accounts and Finance Level 2 apprenticeship standard
Training Outcome:This role is very visual within the business and could progress to higher level apprenticeships within the Accounts department. You will also have exposure to various software packages that will enhance your technical ability. These will include Microsoft Word, Excel and ALB.Employer Description:Tinsdills Solicitors has been practising in the local area in one guise or another for nearly 350 years! They have grown over the years through a combination of organic growth, merger and acquisition. Today Tinsdills Solicitors are one of the areas most experienced and knowledgeable law firms with offices in Hanley, Leek, Newcastle-under-Lyme and Sandbach. They offer a broad range of legal services for individuals and for business including Family Law, Wills, Trust & Probate, Personal Injury and Compensation, Residential Property, Agriculture, Company and Commercial and Employment Law. Their aim is simple, it is to exceed our clients’ expectations in everything that they do.Working Hours :Monday to Friday from 9.00am to 5.00pm with 1 hour break for lunchSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Logical,Team working....Read more...
Component and system design, including simulation and predictive techniques to refine designs
Development of drawings and other information to support the release of parts onto Bill of Materials and engine lists in preparation for volume production
Write and review technical information and reports to support production design release
Collaborate with suppliers to develop specifications and deliver quality solutions through Advanced Product Quality Planning. Mechanical verification and validation of engine components and systems
Failure analysis and defect resolution using industry-standard methods
Working with our dealer & distributor network to improve the capability, and quality of our products and services working with our engineering teams
Supporting new engine installations into machines with customers
Visiting customers to provide field support
Managing engine service and quality issues and considering commercial aspects
Producing engine service training material and literature
Supporting technical enquiries from customers
Managing warranty claims
Training:Training schedule has yet to be agreed. Details will be made available at a later date.Training Outcome:Upon completion of the apprenticeship, apprentices can apply for IEng (Incorporated Engineer) professional registration status.Employer Description:Caterpillar is the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. We do business on every continent, principally operating through three primary segments – Construction Industries, Resource Industries, and Energy & Transportation – and providing financing and related services through our Financial Products segment.Working Hours :08:30 to 16:45 Monday to Thursday, 08:30 to 16:15 Friday.Skills: Communication skills,Attention to detail,Organisation skills....Read more...
