Asset 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-2000032996
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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: 1
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Working Week: Monday to Friday 9:00 – 17:30 with 1 hour for lunch.
Brief Description
A fantastic opportunity to work for a Chartered Financial Planning Firm with a Discretionary Asset Management and Tax planning arm. They are offering an exciting and varied role working within the Wealth Management department to support and assist the team across a broad range of administration duties.
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.
- Maintaining internal files and ensuring all paperwork is filed / scanned correctly.
- Updating internal logs to ensure filing remains up to date at all times.
- Maintaining the back-office system and creating tasks, as required.
- Pulling daily reports for the Asset Management Department
- Day-to-day processing of application forms and administration forms for Asset Management.
- Following up on all requests and forms sent to providers, to confirm safe receipt and anticipated turnaround time.
- Maintaining records of all client and administrative contacts; retaining on file and inputting into the back-office system.
- Other general office duties.
This is by no means an exhaustive list and may be subject to change to suit the needs of the business.
Personal Specification
- Have (or be predicted to achieve) at least 5 GCSEs grade 4 to 9, including English and maths.
- 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 the 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.