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Wealth Management Administration Apprentice Vizion Wealth Llp

A great opportunity to work with a leading chartered independent financial advisory & wealth management business who are fiercely committed to offering unbiased & independent financial & wealth management advice to all. You will learn how to provide administrative support & services within a busy & dynamic financial advisory business

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Closing date: 23 May 2022

Apprenticeship summary

  • Weekly wage

    £250.00 - £300.00

  • Working week

    Monday to Friday, 8.40am - 5.10pm

    Total hours per week: 37.50

  • Expected duration

    18 months

  • Possible start date

    06 Jun 2022

  • Date posted

    02 Nov 2021

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

Key responsibilities and accountabilities are:

  • The position involves a wide variety of tasks associated with supporting a financial planner advising a range of high-net worth individuals and business clients in the area of holistic financial planning, tax planning, investments, estate planning, retirement planning and protection within a directly authorised firm
  • Business processing including ensuring accuracy and submission of new business and applications to providers on our back office system
  • Management and maintenance of external product provider information requests to gather relevant client product information and formulating information into a reportable format
  • Research and analysis to assist in the development of client financial planning strategies including use of cash flow planning software
  • Preparing of information and strategies using Microsoft Powerpoint, Excel and Word
  • Post, scanning, diary and task management
  • Preparing for client meetings including compilation of review meeting reports and enclosures
  • Management and maintenance of client files, folders and documents to ensure files are accurate, compliant and structured in a clear and methodical manner
  • Client administrative work including using workflow and task management, record keeping and maintaining all information on our client back office system
  • Providing a professional point of contact and dealing with client contact and queries and assisting in client ongoing relationships where required
  • Various projects to assist in development of the business
  • Work alongside the team to contribute to the development of Vizion Wealth as a whole
  • Ensure Vizion Wealth policies and best practice are adhered to, including customer care, data protection and anti-money laundry, at all times
  • Assist in any other duties within the business as required to ensure work is completed in a timely manner

Requirements and prospects

Desired skills

  • Highly organised, strong task and diary management with a continuous improvement and personal development mindset
  • Show passion in delivering high quality work for all our clients and other members of the team
  • An interest in the financial markets and investments
  • Have desire to deliver a quality service
  • Be trusted to work towards meeting strict deadlines and to use own initiative
  • Ability to organise and prioritise workloads to meet set deadlines
  • Good verbal, written and communication skills
  • Self-motivated and able to use your own initiative
  • At all times calm, welcoming, and genuinely customer focused
  • Ability to work within a team
  • Must have a keen eye for detail

Personal qualities

  • Trustworthy
  • Reliable
  • Able to work both independently and within a team
  • Willing to learn and develop
  • Enthusiastic
  • Punctual

Desired qualifications

  • Must have good levels of GCSE maths and English at least Grade 5 or above (or equivalent) and 2 A Levels at grades C and above (or equivalent)

Future prospects

  • Once the apprenticeship is complete there will be the potential opportunity to progress with qualifications and career, however, this will be dependent on various factors and will be reviewed upon completion

Things to consider

  • Please note you may be asked to complete suitability assessments as part of the recruitment process
  • Once you have submitted your application, you will be contacted to discuss your application and arrange a telephone interview if you meet our initial shortlisting criteria
  • Please ensure you check your phone/emails (including Spam / Junk) regularly in order for this to take place
  • Failure to contact us back if correspondence is missed will result in your application being deemed unsuccessful
  • Please ensure you check your application for spelling / grammar errors and correct them prior to submitting as attention to detail is very important and may affect the outcome of your application
  • Your application may be shared with training providers and employers as follows:
  • Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).
  • For more information please visit:

About the employer

Vizion Wealth is a local Chartered Independent Financial Adviser and wealth management practice for high net worth individuals and business owners. We have a strong client service ethos and pride ourselves on providing a high level of independent chartered advice and impartial wealth management and financial planning solutions to all clients. We promote a culture of always placing the client’s interests first and aim to be proactive and responsive in managing a client’s financial planning needs.

We now have an exciting opportunity for the right candidate to join our small but busy Wealth Management and IFA practice in the Milton Keynes area as a wealth management administration apprentice. This provides an excellent pathway into the industry and can lead to further career and qualification development for the right candidate.

We are a strong advocate of ongoing industry qualifications and continuing professional development which has led to Vizion Wealth and numerous staff achieving the coveted Chartered status.

All of our financial planners are well supported by a highly experienced and qualified paraplanning, investment and administrative team with years of experience in the financial advisory and wealth management industries.


Vizion Wealth Llp


16-19 London House

Swinfens Yard, High Street

Milton Keynes

MK11 1SY

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Training provider


Applications for this apprenticeship are being processed by Nicholas Associates


Georgia Marlow 07540 716312

Level 3 Financial Services Administrator apprenticeship standard, which includes:

  • Level 2 Functional Skills in maths and English (if required)
  • End-Point Assessment (EPA)

The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.

As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.

Key Learning Outcomes:

  • A broad understanding of the financial services sector
  • An understanding of the role of the appropriate regulatory bodies
  • The importance of relationship building with clients and colleagues
  • Understanding of processes and procedures relevant to the role
  • How to develop commercial awareness
  • Building skills and capabilities within an organisation

Professional Qualifications:

  • R01 – awarded by The Chartered Insurance Institute (CII)

To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.

The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.

Apprenticeship standard

Financial services administrator

Level 3 (A level)

Before you apply

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