Wealth Management Business Administrator Apprenticeship

Perform routine and complex administrative duties to provide support to the Wealth Management Consultant. 

These duties may include but are not limited to:

Drafting letters and memoranda Researching, writing, editing, proofreading documents for grammar, spelling, etc. Managing and maintaining electronic and paper files Overseeing independent administrative projects, as appropriate Creating, preparing, and maintaining reports, spreadsheets, and databases Researching questions or issues of interest and providing a report to the WMC Preparing, reviewing and collating fund and portfolio information for clients as required by the WMC Perform supportive administrative duties for the wealth management department

These duties may include but are not limited to:

Preparing documents relating to wealth management advice Assisting Advisers and Para-planners with correspondence Co-ordinating Service & Payment Agreement production and allocation Providing second-line support to the Financial Planners as and when required Maintenance of Intelligent Office liaising closely with the Para-planner

Training:
Business Administrator Level 3 The apprentice will attend Coastland College one day per week (term-time only)

Training Outcome:

Following completion of the apprenticeship, the right candidate may be offered a position as a permanent member of staff. 

Employer Description:

A friendly boutique wealth management firm with considerable experience in all aspects of financial planning covering Dorset, Devon, Hampshire and Somerset.

Blueberry Wealth Management pride ourselves on our ability to stand out from the crowd by providing a refreshingly different approach tailored to our clients’ needs and circumstances.

Working Hours :
Monday to Thursday 9:00 am to 5:30 pm, Friday 9:00 am to 4:00 pm

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Team working