PM+M is a vibrant and dynamic firm of Chartered Accountants and business advisers, with offices in Blackburn,. Burnley a
WEALTH MANAGEMENT ADMINISTRATION APPRENTICE Location: Contract Type: Department: Hours:
Blackburn Permanent Wealth Management Full-time
About us: PM+M is a vibrant and dynamic firm of Chartered Accountants and business advisers, with offices in Blackburn, Burnley and Bury, covering East Lancashire, Greater Manchester and beyond. We have ambitious growth plans and were recently placed 3rd in the 2016 Accountancy Age Top 10 UK Employers. PM+M is a member of Praxity, the 7th largest global accountancy association and the largest association of independent firms. Being part of Praxity allows us to have strong international connections and a great source of secondment opportunities. Our expanding client base means we have a need for an Administration Apprentice to join our Wealth Management team. Duties and responsibilities: · · · · · · ·
To complete valuations of client portfolios. To keep the firm’s database up-to-date by importing new data, updating records and performing any necessary cross checks. To provide support to managers and the team with printing, photocopying and binding. To assist with mailshots and typing. To carry out diary management for both internal and external meetings. To carry out Smart Searches via the internet as requested. To carry out, efficiently and effectively, a variety of administration duties to include general ad-hoc office duties as required and in line with experience, skills and training.
Reporting and performance management: · · ·
Reporting to Gillian Perris. Quarterly performance reviews, alongside an annual personal development plan, to ensure development is maintained to help you reach your full potential. Professional, technical and soft skill training.
We also want you to be: · · · · · ·
Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole. Passionate about providing great client service. Great at communicating with people at all levels – face to face and in writing. Positive and good at using your initiative. Organised and good at working under pressure. Motivated and well organised.
Our ideal candidate will: · · · · · · ·
Be familiar with the use of recognised software applications (Word, Excel, Outlook). Have excellent verbal and written communication skills as there will be contact with clients at all levels. Have good organisational skills as well as the ability to take initiative and contribute to the effective running of the department. Energy and enthusiasm. Focus and attention to detail. Good IT skills. 5 GCSE’s including Maths and English at grade B or above, or grade 5 or above in the new grading structure.
Training provision: ·
National Apprenticeship Scheme – NVQ Level 2 – Business Administration
Package details: Salary:
To be discussed
Benefits: · · · · · ·
23.5 days’ holiday per annum + bank holidays (3.5 days to be used for the Christmas closedown) On site free parking Flexible benefits (salary sacrifice) scheme including a range of benefits such as private medical insurance, child care vouchers, extra holidays etc. Employer pension contribution of 6% Death in Service life cover of 4 x salary Full technical training and support
Please apply by email to
[email protected]
www.pmm.co.uk
