Wealth Apprentice: Rotations in Finance & Admin

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

Job summary

A leading investment firm in the UK is seeking a Wealth Apprentice to join their rotational program. You will provide support across various teams, enhancing your skills while pursuing a Level 3 Business Administrator qualification. Ideal candidates are detail-oriented and organized with strong communication skills. The apprenticeship offers continuous development, mentoring, and networking opportunities. Benefits include a company pension and private medical insurance. Applications close on 5th March 2026.

Benefits

Company pension

Private medical insurance

Season ticket loans

Qualifications

• Motivated to grow and make a positive impact.
• 18 years of age upon start date (September 2026).
• Permanent right to work in the UK.

Responsibilities

• Coordinate and manage scheduling for meetings, events, and conferences.
• Assist client service teams in gathering client information and preparing account documents.
• Act as a point of contact for internal and external stakeholders.

Skills

Detail orientated

Excellent written and verbal communication skills

Organised

Numerical competency

Education

Five GCSEs with grades 9-4 including English and Maths

120 UCAS points equivalent in relevant subjects

Job description

A leading investment firm in the UK is seeking a Wealth Apprentice to join their rotational program. You will provide support across various teams, enhancing your skills while pursuing a Level 3 Business Administrator qualification. Ideal candidates are detail-oriented and organized with strong communication skills. The apprenticeship offers continuous development, mentoring, and networking opportunities. Benefits include a company pension and private medical insurance. Applications close on 5th March 2026.