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Asset Management Administration Apprentice OCM Wealth Management

They are now looking for an asset management administrators to join their growing team. They are looking for someone who is a good communicator, IT Literate and someone who takes pride in their work.

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Closing date: 24 Jan 2022

Apprenticeship summary

  • Annual wage

    £13,000.00 - £14,000.00

  • Working week

    Monday to Friday 09:00 - 17:30 with 1-hour for lunch

    Total hours per week: 37.50

  • Expected duration

    15 months

  • Possible start date

    31 Jan 2022

  • Date posted

    14 Nov 2021

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

Some of the duties include:

  • Managing phone calls/visitors coming into the building in a polite and professional manner
  • Dealing with the daily post in a timely fashion. Flagging any urgent and time critical post items, including cheques, to the Administrative Supervisor
  • Setting up and maintaining client files and ensuring all paperwork is filed/scanned correctly
  • Adding new clients onto Enable back office system and creating activity entries, 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
  • Monitoring stock levels of stationery and advising the Client Services Manager when low
  • Data entry - spreadsheet work
  • Typing up letters and emails
  • General office duties

Requirements and prospects

Desired skills

  • Customer Service 
  • IT literate
  • Spreadsheet work
  • Communication skills

Personal qualities

  • Pride in there work 
  • Positive attitude 

Desired qualifications

GCSES C/4, equivalent or above in maths and English.

Future prospects

Possible full-time role after apprenticeship.

About the employer

Our client is an authorised and regulated by the Financial Conduct Authority. As both a Chartered Financial Planning Firm, a Discretionary Asset Manager and Tax planning specialist they combine the three skills to ensure a seamless delivery of all services to their clients.


OCM Wealth Management


St. Clair House

5 Old Bedford Road



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Training provider


Applications for this apprenticeship are being processed by Starting Off


Charlotte Berridge 01604 386705

Level 3 Business Administratior and 20% off-the-job training.

Apprenticeship standard

Business administrator

Level 3 (A level)

Before you apply

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