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Practice Support Specialist

Welsh Government
Curzon Wealth Management 4 Commercial Street Ogmore Vale CF32 7BL
National minimum wage
Closing date
15 Jul 2022

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Role Type
Apprenticeship, Intermediate
Start Date
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Job Details

About the apprenticeship


To provide dedicated support to the Partner/Advisers for the day-to-day running of the Practice to include regulatory requirements, marketing, client servicing and IT whilst supporting the Partner/Advisers in the development of the practice.
•Support the day-to-day business operations within the Practice;
•Implement, operate and maintain effective systems, processes and proce-dures which enable Partner/Adviser to optimise client meetings;
•Manage the Partner/Advisers diary and client appointments;
•Assist the Operations Director with Practice finances in an efficient and timely manner to meet deadlines.
•Monitor business reports and carry out data/statistical analysis to identify business trends, opportunities and challenges which affect the growth of the Practice;
•Support the Partner in tracking compliance, licensing, CPD, regulatory and legislative requirements;
•Liaise with clients and third parties in relation to the Partner's Practice;
•Make travel bookings and travel arrangements as required for the Part-ner/Adviser
• Support the Partner/Adviser to ensure the end-to-end business process is adhered to and tracked efficiently in line with Partner and regulatory standards;
• Oversee and manage the submission of all client applications/advice sets in support of the Partner/Adviser;
• Support the Partner/Adviser to ensure all relevant information required for writing the client report is available;
• Maintain accurate and up-to-date client information;

Additional information

Responsibilities Continued:
•Support the Partner/Adviser in establishing and maintaining effective relationships with business assurance/management;
•Liaise with Head Office and admin centres as required.
•Support the Partner/Adviser with and contribute to all relevant projects;
•Support the Partner/Adviser in gaining new prospects and clients;
•Support the Partner/Adviser to achieve Practice goals and objectives;
•Support the Partner/Adviser to develop client relationships and referrals, service existing clients and assist in building new relationships, incorpora-tion with client entertainment events and a first-class client servicing strat-egy;
•Attend forums and workshops as appropriate.
•Project a professional image in both appearance and attitude and provide quality support on time to agreed standards;
•Attend and contribute to regular update meetings with the Part-ner/Adviser;
•Maintain a good working relationship with colleagues, clients and third parties.
•Support the distribution of marketing material to clients and prospects;
•Support the Partner with the end to end management of client events;
•Maintain and update client and prospect information;
•Maintain and update client service questionnaires.



•Previous experience in a PA/office support role, ideally in financial services or related sector;
•Knowledge of relevant regulation and legislation (desirable);
•Experience of setting up and maintaining systems, processes and proce-dures;
•Comfortable with/experienced in using electronic (client) data systems;
•Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
•Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
•Good organisation skills;
•Attention to detail;
•Manages time effectively with the ability to multi-task;
•Keeps calm when faced with conflicting demands and handles these effec-tively;
•Demonstrates a positive attitude at all times;
•Works well on own tasks as well as on shared goals as part of a team;
•Open to change with a creative approach to problem solving.First Aid qualification
Knowledge of safeguarding


No minimum requirements


Welsh Spoken Skills: No Welsh Written Skills: No

Course details

Training provider:

Business Administration Level 2

About the employer

Curzon Wealth Management 4 Commercial Street
Ogmore Vale

CF32 7BL

Disability confident

Yes, we are part of the Disability Confident Scheme from the UK Department for Work and Pensions.

Please note that all apprenticeships are open to everyone. However, some organisations have worked to achieve Disability Confident accreditation. You should always apply for the apprenticeship you feel best suited to.

Interview arrangements

The successful candidate will be notified of interview as appropriate.


Why an apprenticeship?

As an apprentice you will earn while you train. It’s a great career choice whether you are leaving school or college, returning to work after starting a family or looking for a new career. There’s a wide range of jobs on offer.  A job at the Welsh Government is unlike any other in Wales.

At the Welsh Government you’ll be given support and guidance so you can develop your skills in the workplace. You will also need to set aside time to study for your apprenticeship. You’ll be a valued member of the team from day one.

What apprenticeships are available?

We don’t currently have any apprenticeship opportunities open as we have now closed our scheme for 2019. If you’d like to keep updated on the vacancies that we’re advertising, you may want to visit our jobs board:  Welsh Government External Vacancies Board.

If you’d like to receive Job Alert e-mails that let you know when we’re advertising a role that suits your preferences, scroll to the bottom of the jobs board, and you’ll see the ‘Create Job Alert’ link.  Click this, and follow the on-screen instructions to set up your alerts.  You’ll need to log in or create an account as part of this process.

Who can apply?

To be eligible to apply you:

  • will be at least 16 years of age at the time of making your application
  • will not be in full-time education (you can apply while still attending school/college/university but will have finished or intend to finish your studies by the time your apprenticeship starts)
  • will need to meet the Civil Service Nationality requirements to apply.

ALS eligibility

Please note that ALS our training providers have their own eligibility in order to provide the funding required to undertake an apprenticeship. You may not be eligible to apply if:

  • you already hold a qualification at Level 3 or above in ICT, Software, Web and Telecoms or a similar subject
  • you already hold a qualification at Level 3 or above in Business Administration, Customer Service or a similar subject

What are the benefits?  

How much will I be paid?

You will earn £19,240 a year while training. When you pass your apprenticeship you can apply for a permanent job at the Welsh Government. Within 2 years of starting your apprenticeship you could be earning £22,500. 

You will get 31 days holidays as well as 10 public and privilege days. We offer flexible working arrangements to help you get the right work/life balance. You will also be eligible for membership of the Civil Service Pension Scheme

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