Customer Service Apprentice, Pennine Wealth Management, Holmfirth, HD9 3AZ
| Posting date: | 29 April 2026 |
|---|---|
| Salary: | Not specified |
| Additional salary information: | TBC dependant on experience |
| Hours: | Full time |
| Closing date: | 18 May 2026 |
| Location: | Holmfirth, West Yorkshire |
| Remote working: | On-site only |
| Company: | Barnsley College |
| Job type: | Apprenticeship |
| Job reference: | PWM |
Summary
Pennine Wealth Management
At Pennine Wealth Management our holistic and intergenerational approach to financial planning helps families to support each other across the generations.
Whether building the foundations to support children or grandchildren’s education or funding their first home, through to the considerations of care home costs for elderly family members, our priority is to work together to understand the bigger picture.
We work with clients to help achieve their financial objectives:
• Counter the potentially devastating effects of Inheritance Tax planning that your wealth stays where it belongs
• Plan for Retirement using both pension and non-pension assets, making the most of existing benefits and building on these plans for the future
• Build or preserve wealth
• Access to specialist Cash Management - within some corporate and personal accounts, cash receives no interest at all, we have access to a cash management service which aims to get a better interest return.
• Gain financial Protection against risk
This is an exciting opportunity to grow and develop a long term rewarding career within a successful business in the Financial Services sector.
The role will include various administration duties but with the aim to develop and have more responsibility.
This is an exciting opportunity to grow and develop a long term rewarding career within a successful business in the Financial Services sector.
The role will include various administration duties but with the aim to develop and have more responsibility. 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 and internal colleagues
• 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, scanning, 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 stationery/stock levels and re-ordering as and when appropriate
• Ad hoc personal assistant duties for business owner and family
The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated which are relevant to your post within the company to meet the overall business objectives.
This is an exciting opportunity to grow and develop a long term rewarding career within a successful business in the Financial Services sector.
For the right candidate, professional qualifications will be supported following completion of the apprenticeship.
A minimum of a grade 5 in both Maths and English Language, higher grades are preferred.
Desired Skills and Qualities
• Willing to work effectively in the team
• The successful candidate will be organised.
• Good numeracy skills.
• Required to work to deadlines, with good time management.
• Must have a good level of written skills.
• Must have a clear and professional telephone manner.
• Somebody who is an excellent verbal communicator.
• Willing to learn and be quick thinking.
• Must be punctual as well as having a good attendance record
• Ability to work on own initiative
• Ability to work effectively as both part of a team and as an individual,
• Ability to work flexibly and respond positively to the demands of a varied workload.
• Commitment to listen and learn
• Must be able to follow instructions
• Friendly and approachable
• Resilient, positive, capable and motivated
• Must be polite and friendly
• An enthusiastic individual who would enjoy working in a fast-paced environment.
Monday-Friday 9-5.30
Apprentice to complete Customer Service Practitioner Level 2.
At Pennine Wealth Management our holistic and intergenerational approach to financial planning helps families to support each other across the generations.
Whether building the foundations to support children or grandchildren’s education or funding their first home, through to the considerations of care home costs for elderly family members, our priority is to work together to understand the bigger picture.
We work with clients to help achieve their financial objectives:
• Counter the potentially devastating effects of Inheritance Tax planning that your wealth stays where it belongs
• Plan for Retirement using both pension and non-pension assets, making the most of existing benefits and building on these plans for the future
• Build or preserve wealth
• Access to specialist Cash Management - within some corporate and personal accounts, cash receives no interest at all, we have access to a cash management service which aims to get a better interest return.
• Gain financial Protection against risk
This is an exciting opportunity to grow and develop a long term rewarding career within a successful business in the Financial Services sector.
The role will include various administration duties but with the aim to develop and have more responsibility.
This is an exciting opportunity to grow and develop a long term rewarding career within a successful business in the Financial Services sector.
The role will include various administration duties but with the aim to develop and have more responsibility. 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 and internal colleagues
• 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, scanning, 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 stationery/stock levels and re-ordering as and when appropriate
• Ad hoc personal assistant duties for business owner and family
The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated which are relevant to your post within the company to meet the overall business objectives.
This is an exciting opportunity to grow and develop a long term rewarding career within a successful business in the Financial Services sector.
For the right candidate, professional qualifications will be supported following completion of the apprenticeship.
A minimum of a grade 5 in both Maths and English Language, higher grades are preferred.
Desired Skills and Qualities
• Willing to work effectively in the team
• The successful candidate will be organised.
• Good numeracy skills.
• Required to work to deadlines, with good time management.
• Must have a good level of written skills.
• Must have a clear and professional telephone manner.
• Somebody who is an excellent verbal communicator.
• Willing to learn and be quick thinking.
• Must be punctual as well as having a good attendance record
• Ability to work on own initiative
• Ability to work effectively as both part of a team and as an individual,
• Ability to work flexibly and respond positively to the demands of a varied workload.
• Commitment to listen and learn
• Must be able to follow instructions
• Friendly and approachable
• Resilient, positive, capable and motivated
• Must be polite and friendly
• An enthusiastic individual who would enjoy working in a fast-paced environment.
Monday-Friday 9-5.30
Apprentice to complete Customer Service Practitioner Level 2.