Wealth Management Business Admin Apprenticeship

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

Overview

Digby Associates is a Wealth Management Firm based in the heart of Bristol’s city centre, with an additional office in Cheltenham. Founded in 2007, we have built our business on the reputation of caring financial advisers who want to add value to our clients’ lives. We specialise in providing bespoke financial advice and services toutub clients on Investments, Mortgages, Pensions and Inheritance Tax mitigation.

A business administration apprenticeship can

Responsibilities

• Prepare all client valuations and supporting documentation for all review meetings
• Track client review dates and book appointments for the advisers
• Correspondence with clients via emails, letters and over the phone
• Attend client meetings and take notes
• Data entry into spreadsheets and inputting client data into our online databases, for this you must be able to demonstrate a good attention to detail
• Keep client files up to date/organised and, where possible, store information online
• Help the advisers prepare and gather information on client policies and investments
• Assist advisers with cases
• Scan all relevant client information and incoming post from providers
• Take the post at the end of the day
• Track the adviser remuneration
• Answer the phone in the first instance (within three rings) so calls can be managed for the advisers
• Answer the door to clients/providers, making sure they sign in and offering coffee and tea
• Always assist in keeping the office clean and tidy
• Assist the management team with a variety of tasks, including arranging client social events, HR and HSE updates, ordering office stationery and any other general duties

Training and Support

• Level 3 Business Administration Apprenticeship Standard (14 months)
• Functional skills development in English, maths, and ICT (if applicable)
• Employability skills training
• Workshops and training days at our academy and online
• Tutor-led workplace assessments and ongoing support

Working Hours

Monday to Friday between 9am to 5pm.