Tait Walker Financial Services Limited are a Wealth Management company who are passionate about the people they work with and the work they do. They are looking for the right candidate to join their team as a Business Administration Apprentice.


Training to be provided:

  • You will work towards a Level 2 NVQ Diploma in Business Administration with Gateshead College

  • Functional skills Maths and English

    Expected course duration: 12 months

    Number of hours: 35 hours per week Working pattern: Monday to Friday 9am to 5pm (1 hour unpaid lunch)

    Salary: £140 per week

    Job description:

    Provide suitable technical support to advisers and take overall responsibility for the sales and administrative processes, whilst operating at all times within the compliance and internal procedures of the firm. Other duties include:

  • Administration, such as photocopying, answering telephones, maintaining the filing system and sorting post.

  • Effective communication with product providers and clients

  • Complete all basic documentation for a sale in a thorough and conscientious manner.

  • Assist the advisers with their diaries and time management

  • Data input onto relevant software packages

  • Maintain a good working knowledge of the market place.

  • Complete all basic documentation for a sale in a thorough and conscientious manner.

  • Set up client file and ensure checklists are completed accurately

  • Understanding and apply all aspects of the firms approach to treating customers fairly


Desired skills:

  • Attention to detail

  • Excellent communication skills both verbal and written

  • Organised

  • Good I.T. skills including Word, Excel and e-mail

    Personal qualities:

  • Friendly, outgoing and confident to speak to customers face to face and over the phone

  • To work under own initiative and prioritise work effectively

  • Enthusiastic

  • Willing to learn and develop


    Qualifications required

  • English and Maths A to C or equivalent

How To Apply

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