Wealth Management Apprentice — Rotational Program

Investment2020; Greater London; On-site; GBP 40,000 - GBP 60,000; Full time

Job summary

A leading financial services company is seeking candidates for its Level 6 Modern Apprenticeship program. Over 18 months, apprentices will rotate through various teams including Operations and Investment Management, gaining both technical and professional skills. Responsibilities include supporting teams with scheduling, document management, and client service. Candidates must possess five GCSEs with grades A*-C including English and Maths and be 18 by the start date in September 2026.

Benefits

Company pension

Private medical insurance

Season ticket loans

Qualifications

• General awareness of the financial services sector.
• Ability to manage work and study effectively.
• Must be 18 by start date.

Responsibilities

• Support multiple teams with administrative tasks.
• Coordinate scheduling for meetings and events.
• Prepare meeting agendas and track actions.

Skills

Communication skills

Numerical competency

Organizational skills

Attention to detail

Education

Five GCSEs with Grades 9-4 including English and Maths

120 UCAS points

Job description

A leading financial services company is seeking candidates for its Level 6 Modern Apprenticeship program. Over 18 months, apprentices will rotate through various teams including Operations and Investment Management, gaining both technical and professional skills. Responsibilities include supporting teams with scheduling, document management, and client service. Candidates must possess five GCSEs with grades A*-C including English and Maths and be 18 by the start date in September 2026.