Wealth Management Business Administrator Apprenticeship
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Company: BLUEBERRY WEALTH LIMITED
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Location: DORCHESTER, DT1 3BS
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Type: Apprenticeship
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Salary: £15,600.00 per year
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Sector: Business and administration
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Ref: NAS-2000034818
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Application Deadline Date: 30/06/2026
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Start Date: 01/09/2026
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Positions Available: 1
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Working Week: Monday to Thursday 9:00 am to 5:30 pm, Friday 9:00 am to 4:00 pm
Brief Description
An exciting opportunity to join Blueberry Wealth Management as a Business Administration Apprentice. The main purpose of the role is to provide both general administrative support for the Wealth Management Consultant, as well as support in specific areas (e.g., wealth management).
Training to be Provided
- Business Administrator Level 3
- The apprentice will attend Coastland College one day per week (term-time only)
Future Prospects
Following completion of the apprenticeship, the right candidate may be offered a position as a permanent member of staff.
Vacancy Detail
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
Other Information
You must be prepared to commit to your work and training for the duration of the apprenticeship. You will be required to attend an interview and assessment at Coastland College to ensure you meet the relevant entry requirements for this apprenticeship. If a suitable candidate is found prior to the advertised closing date, it may close earlier so please apply early to avoid disappointment.