Wealth Management Admin Apprentice
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Company: OCM WEALTH MANAGEMENT LTD
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Location: NN4 7AA
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Type: Apprenticeship
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Salary: £16,640.00 per year
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Sector: Business and administration
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Ref: NAS-2000031730
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Application Deadline Date: 21/07/2026
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Start Date: 04/08/2026
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Positions Available: 2
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Working Week: Monday to Friday, 09:00 - 17:30 with 1 hour for lunch.
Brief Description
Fantastic opportunity to work for a Chartered Financial Planning Firm with a Discretionary Asset Management and Tax planning arm. You will be managing phone calls, following up faxes & forms sent,ensuring the cheque register is kept up to date & much more!
Training to be Provided
- Level 3 Business Administration
- Remote training delivery
- Onefile
- VLE
- 6 hours of dedicated training time every week
Future Prospects
- Possible full time permanent position upon completion of the apprenticeship
Vacancy Detail
- Managing phone calls/visitors coming into the building in a polite and professional manner
- Dealing with the daily post
- Completing valuations of client portfolios
- Setting up and maintaining client files and ensuring all paperwork is filed / scanned correctly
- Adding new clients onto back-office system and creating tasks, as required
- Day to day processing of application forms and administration forms for Wealth Management
- Following up all faxes and forms sent, to confirm safe receipt and anticipated turnaround time
- Ensuring the cheque register is kept up to date and is accurate
- Maintaining records of all client and administrative contact; retaining on file and inputting on back-office system
- Other general office duties
This is by no means an exhaustive list and maybe subject to change to suit the needs of the business.
Personal Specification:
- Have (or be predicted to achieve) at least 5 GSCE’s grade 4 to 9 including English and math’s
- Great communication skills (verbal and written)
- Strong attention to detail
- Be self-motivated and able to work as part of a close team
This role will be supported by Starting Offs Level 3 Business Administrator qualification and 20% off-the-job training.
After the apprenticeship there is also potential to move on to industry qualifications. They champion internal promotion and actively encourage Their team to achieve their career aspirations.