Wealth Management Admin Apprentice: Launch Finance Career

Digby Associates Limited; Cheltenham; On-site; GBP 14,000 - GBP 18,000; Full time

Job summary

A reputable wealth management firm in Cheltenham is seeking a Business Administration Apprentice. The role involves preparing client valuations, tracking appointments, and supporting advisers with various tasks. Candidates should demonstrate strong attention to detail, effective communication, and organizational skills. Training will be provided through a Level 3 Business Administration Apprenticeship, with ongoing support and development opportunities.

Qualifications

• Demonstrated good attention to detail in data entry tasks.
• Ability to communicate effectively with clients.
• Strong organizational skills to keep client files up to date.

Responsibilities

• Prepare all client valuations and supporting documentation.
• Track client review dates and book appointments.
• Correspond with clients via emails and phone.
• Attend client meetings and take notes.
• Data entry into spreadsheets.

Skills

Attention to detail

Communication skills

Organizational skills

Education

Level 3 Business Administration Apprenticeship Standard

Job description

A reputable wealth management firm in Cheltenham is seeking a Business Administration Apprentice. The role involves preparing client valuations, tracking appointments, and supporting advisers with various tasks. Candidates should demonstrate strong attention to detail, effective communication, and organizational skills. Training will be provided through a Level 3 Business Administration Apprenticeship, with ongoing support and development opportunities.