Pennine Wealth Management

Apprentice Administration Assistant Level 2 – Pennine Wealth Management

This is an exciting opportunity to grow and develop. The role will support the administration function for the company and will include general office duties. Due to the nature of this position, it requires a candidate to have a high standard of written skills and excellent attention to detail.

Reference number: VAC1000180354


Wage – £10,296.00
Duration – 15 months
Start date – As soon as possible
Posted – 15/07/2023

Working Week:

Monday – Friday – 37.5 hours – 9am until 5.30pm

Apprenticeship level




What will the apprentice be doing?

The role will include various administration duties but with the aim to develop and have more responsibility during your apprenticeship.

The role will include some of the following areas;

  • Answering the telephone in a professional manner and dealing with enquiries
  • Liaising in a professional manner, with clients internal and external
  • File management, retrieving information and collating data
  • Working well under pressure
  • Inputting data onto internal systems with a high level of accuracy
  • Assisting all members of the team as and when required
  • General administrative duties including typing correspondence by e-mail and letter
  • To undertake clerical duties including filing, faxing, record keeping, photocopying and distribution of relevant documents
  • Knowledge of using Microsoft Office Software Packages – Word and Excel
  • To deal courteously and efficiently with all visitors
  • Providing refreshments for visitors when required
  • Maintain a tidy working environment
  • Dealing with stationary/stock levels and re-ordering as and when appropriate
  • Ensuring that the Policies of the company are observed and that good practice is encouraged, particularly in the areas of Health & Safety, Equal Opportunities and confidentiality

The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated by the organisation which is relevant to your post within the company to meet the overall business objectives.

What training will the apprentice take and what qualification will the apprentice get at the end?

Overview of Customer Service Level 2 Apprenticeship Standard.

The role of a customer service practitioner is to deliver high quality products and services to the customers of their organisation.

Your core responsibility will be to provide a high-quality service to customers. The duration of the training programme is up to 15 months.

The standard covers the following:


  • Knowing your customers
  • Understanding the organisation
  • Meeting regulations and legislation
  • Systems and resources
    Your role and responsibility
  • Customer experience
  • Product and service knowledge


  • Interpersonal skills
  • Communication
  • Influencing skills
  • Personal organisation
  • Dealing with customer conflict and challenge
  • Attention to detail


  • Developing self
  • Being open to feedback
  • Team working
  • Equality – treating all customers as individuals
  • Presentation – dress code, professional language
  • “Right first time”

You will have to evidence achievement of maths and English 4/C or above or Key Skills at Level or 2.

You will complete an End Point Assessment; this will involve the following:

  • Showcase/Portfolio
  • Interview
  • Practical Observation
  • Professional Discussion

You are given paid time off to study; you will attend classes face to face and via Teams and complete work for your apprenticeship.

The study day is a Wednesday at Kirklees College in Huddersfield.

What is the expected career progression after this apprenticeship?

A permanent position will be available following successful completion of the apprenticeship training and satisfactory employment. There is also an opportunity of progressing on to another apprenticeship.

Things to consider

The salary is negotiable and may also increase after a probationary period; your contract will include paid time to study.

Requirements and prospects

Desired skills and personal qualities

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills
Problem solving skills
Administrative skills
Number skills
Analytical skills
Team working
Excellent attendance


Grade 4/C or above in Maths and English is essential.

About the employer

Pennine Wealth Management

80 Huddersfield Road, Holmfirth, Huddersfield, HD9 3AZ
Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation, enabling you to achieve life goals through the Structured Management of your finances. Specialising in offering expert advice in a wide range of important areas including: • Investments • Inheritance Tax planning • Pensions • Protection • Corporate financial services Our philosophy focuses upon maintaining long-term, trusted relationships with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind. The level of satisfaction may be judged by the fact that most new clients come to us as a result of personal recommendation by existing clients. As a member of the St. James’s Place Partnership, which is the advisory channel for St. James’s Place Wealth Management, we can provide you with a holistic wealth management service designed to meet both your short and long-term needs. I very much look forward to building a professional and valuable relationship with you in the future. The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Closing date: 30 September 2023