Our Wealth Management Apprentices make their future count

Our MHA Tait Walker Wealth Management apprentices have come together to share their stories of success during National Apprenticeship Week 2021.

Our Wealth Management team currently has two young apprentices who are studying alongside their day-to-day duties. Caitlin Allison and Jessica Maneely have seized every opportunity to learn about the professional services sector.

Since they joined us, Caitlin and Jessica have all quickly taken responsibility within the Wealth Management team for everything from scanning and assigning post to advisers, to chasing and reconciling banking and issuing policy documents.

Caitlin is the team’s newest recruit, having started in November 2020 as Wealth Management Administration Apprentice (Business Admin).

She said:

“My role within MHA Tait Walker Wealth Management entails providing the utmost support for both my fellow support team and the advisors. I enjoy tasks which require me to communicate with others whether it be my colleagues or externally.

Whilst I have faced some challenges due to current circumstances and remote working, it has taught me to be more independent and I always know that help from colleagues is only a phone call away.

I am really enjoying the role and am gaining experience in multiple areas so that I can choose the one that I enjoy the most and hopefully then go on to become fully qualified.”

Jessica Maneely, 19, started with the firm in July 2019. As a Wealth Support Apprentice, she is currently working towards her Level 3 Business Admin qualification.

She said:

“After being with the firm for well over a year now, I have continued to work alongside the advisers and support team to further build on my knowledge within Wealth Management. One of the main things I have learnt over the past year, is how important it is to communicate. Working from home was challenging at times but the help and support I got from my colleagues made the world of difference.

I have nearly earned my Level 3 Business Admin Qualification and hope within the next couple years, I can become a diploma qualified paraplanner with the aim of becoming chartered in the future.”

Sarah Gilby, a Senior Manager in the Wealth Management team, said:

“We are delighted to invest in apprenticeships and actively support members of the team on their chosen career path.

Their passion for the job and desire to learn has enabled them all to build trust within the business and with our growing customer base too. They have all been really committed to personal development and training and we hope that they continue to inspire others and pass on their experience.”

Mark Parkinson, Wealth Management Partner, said:

“Since starting at MHA Tait Walker Wealth Management, our apprentices have made considerable progress and they are a great asset to our firm. Their willingness to go the extra mile is second-to-none. We will definitely be looking to take on more apprentices in the future.”