Office Junior Apprentice

Whateley Wealth Management Ltd; Birmingham; On-site; GBP 18,000 - 22,000; Full time

Job summary

A financial services firm in Birmingham is offering an internship position in administrative support. The intern will perform general office duties, maintain client files, and support advisers in a full-time capacity, attending training one day a week. This role is perfect for those seeking to start a career in administration within the financial sector.

Qualifications

• Attention to detail in administrative tasks.
• Ability to maintain confidentiality and comply with data protection regulations.

Responsibilities

• Carry out general office duties, including scanning, filing, and post handling.
• Provide general administrative support to the administration team and advisers.
• Input and update client information accurately into our back-office system.
• Maintain and organise electronic and paper-based client files.
• Ensure all files are complete and compliant with internal procedures and regulatory requirements.
• Liaise with product and service providers regarding client requests and documentation.
• Support advisers and administrators with administrative tasks as required.

Job description

Whateley Wealth Management is a specialist firm dedicated to helping clients achieve financial peace of mind. We offer a range of financial products and services, guiding individuals through complex decisions to secure their future.

There may be a full‑time position available at the end of your apprenticeship.

Key Responsibilities

• Carry out general office duties, including scanning, filing and post handling
• Provide general administrative support to our administration team and advisers
• Input and update client information accurately into our back‑office system
• Maintain and organise electronic and paper‑based client files
• Ensure all files are complete and compliant with internal procedures and regulatory requirements
• Liaise with product and service providers regarding client requests and documentation
• Support advisers and administrators with administrative tasks as required
• Ensure confidentiality and data protection compliance at all times

You will attend our Digbeth Campus one day a week on a Wednesday 9am‑5pm and work towards a Level 3 Business Administrator apprenticeship standard.

Monday – Friday 9am – 5pm.

Seniority level

• Internship

Employment type

• Full‑time

Job function

• Administrative
• Industries: Administrative and Support Services

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