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Receptionist and Customer Service Practitioner Apprenticeship at WPS Wealth

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  • Reference: VAC001674934
  • Total Positions: 1
  • Location: Lydney
  • Salary: £145.25
  • Hours: 35 Hours Per Week
  • Closing Date: 20 January 2021
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We are looking for someone to join our close-knit team in the heart of Lydney where you will act as our Receptionist and customer service representative at WPS Wealth whilst studying towards your Customer Service Practitioner qualification.

WPS Wealth are an established Financial Consultancy business spanning across 3 sites, you will be based in our Lydney branch but will work closely with our 2 other branches in Cardiff and Swansea.

Your day to day role will see you providing excellent customer service to both external and internal customers via phone, letter and email whilst you work as the Receptionist for the business. You will be working independently but supported by the wider team to learn all aspects of the desk and diary management for the financial advisors.

In addition to the customer facing aspects of this role, which will see you develop your professional communication skills, you will also be involved in the collation and delivery of reports for the Financial Advisors prior to client meetings.

You will be involved in the research and data collection for the reports by using various systems and websites. There is an element of tenacity within this position to ensure you have the required data for both client and advisor prior to any meetings.

Other duties will include and are not limited to:

  • Client relationship management
  • Meeting and greeting customers
  • Diary management
  • Drafting initial paperwork, documentation, applications, cheques and contracts
  • Independent learning and research for qualification
  • Planning and organising

Requirements and prospects

Desired skills

  • Excellent IT skills particularly in Microsoft Office packages
  • Good verbal and written communication skills

Personal qualities

This role would suit someone who is naturally:

  • Customer focussed
  • Personable
  • Tenacious
  • Ambitious

W P S invest in their staff and progress from within, they will support the right individual to achieve their career goals and welcome you as part of their family.

Desired qualifications

Four GCSE’s A*-D or 9-3 including maths and English or equivalents.

Future prospects

Possible permanent position upon completion of the apprenticeship.

Things to consider

Based in Lydney this will be an ideal position for local residents however being based on the high street, there is a bus route close by and the train station is less than a mile away. For those that drive, there is access to a car park.

Holidays: Standard including Bank Holidays and additional time off over Christmas and New Year.


Access to additional learning for products WPS deliver such as life and pensions, protection products and mortgage advice.

Bonus scheme available.

About the employer

WPS Wealth Ltd is an Appointed Representative of the WPS Financial Group Ltd. The company was established to provide specialist financial planning advice to professional connections and their clients from offices based in South Wales and the West of England.

WPS Wealth Ltd is completely independent and fee based, as a result WPS Wealth advisers can provide whole of market advice on all areas of financial planning including:

  • Savings and Investments
  • Retirement Planning
  • Tax and Estate Planning
  • Mortgage Advice
  • Personal and Business Protection


W P S Wealth



High Street




GL15 5DL

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Training provider


Applications for this apprenticeship are being processed by Gloucestershire College


GC Apprenticeship Team 01452 563 400

Level 2 Customer Service Practitioner apprenticeship standard, which includes:

  • Level 2 Certificate in Customer Service
  • Level 1/2 Functional Skills in maths and English (if required)
  • End-Point Assessment (EPA)
  • Employee Rights and Responsibilities (ERR)
  • Personal Learning and Thinking Skills (PLTS)

Apprenticeship standard

Customer service practitioner
Level 2 (GCSE)

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Why Gloucestershire College?

We have a lot of experience offering Apprenticeships and work-related training. We have industry-standard facilities and experienced teaching staff which provide the ideal complement to work-based learning.

We are here to help

0345 155 2020

90% of students would recommend GC and 95% said that the teaching on their course was good.

Ofsted has rated us good.

  • We offer industry relevant facilities
  • Our lecturers are passionate subject specialists
  • Employers value our students' skills

We'll look after you. We have dedicated teams to help you and a great Learning Mentor scheme.