Wealth Management Business Admin Apprenticeship

Prepare all client valuations and supporting documentation for all review meetings Track client review dates and book appointments for the advisors Correspondence with clients – via emails, letters and over the phone Attending client meetings and taking 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 Keeping client files up to date/organised and where possible, storing information online Help the advisors prepare and gather information on client policies and investments Assisting advisors with cases Scan all relevant client information and incoming post from providers Take the post at the end of the day Tracking the advisor renumeration Answer the phone in the first instance (within three rings) so calls can be managed for the advisors 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:

Next Level Training will provide comprehensive training and support throughout your apprenticeship period. This includes:

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

Training Outcome:

A business administration apprenticeship can help lead towards multiple career paths in a number of different sectors.

Employer Description:
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 reputation – the caring financial advisers who want to add value to our clients lives. We specialise in providing bespoke financial advice and services to clients on Investments, Mortgages, Pensions and Inheritance Tax mitigation.

Working Hours :
Monday to Friday between 9am to 5pm.

Skills:
Communication skills,Organisation skills,Problem solving skills