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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.
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.
- 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.
- Internship
- Full‑time
- Administrative
- Industries: Administrative and Support Services
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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.