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Administrator Apprentice AW WEALTH LTD

Provide efficient administrative support with the practice. Produce relevant paperwork in an accurate and compliant manner. Handle telephone queries efficiently from clients and external providers.

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Closing date: 29 May 2022

Apprenticeship summary

  • Annual wage


  • Working week

    Monday-Friday 9am-5pm with an hours lunch

    Total hours per week: 35.00

  • Expected duration

    18 months

  • Possible start date

    30 May 2022

  • Date posted

    10 Dec 2021

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

Key responsibilities:

  • You will provide efficient administrative support to the Advisers within the Practice in respect of the business generated and the servicing of existing clients.
  • You will produce all the relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations and valuations as well as processing all new business documentation in accordance with the agreed service and quality standards.
  • You will handle queries from clients and third parties and take the appropriate action to ensure the query is dealt with in a timely and effective manner.
  • You will be able to demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work.   
  • You must be able to show initiative, have excellent IT skills and be a strong communicator.  As you will have contact with clients, it is essential that you are professional and confident in dealing with third parties, have excellent communication skills and can work with total discretion.

Full training on systems and processes will be given and there is scope within this role to progress and develop your knowledge, with career progression in Financial Services for the right candidate. 

Requirements and prospects

Desired skills

IT skills, strong communicator, attention to detail, show initiative

Personal qualities

Positive, enthusiastic, self-motivated, outgoing personality with a can do attitude

Desired qualifications

GCSE Maths & English grades A-C

Level 2 Business Administration or Customer Services

Future prospects

Progress with a career in financial services

Things to consider

Transport if a non-driver, there is a bus service

About the employer

Wealth Management Consultants, involved in all aspects of financial planning for individuals, business owners and trustees including pension, investment, protection and inheritance tax planning.




2nd Floor

St. James Place House


B90 8AR

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Training provider


Applications for this apprenticeship are being processed by Solihull College


Nadia Davies 0121 678 7148

Business administrator apprenticeship standard

Functional skills in English and maths as required

End point assessment

Apprenticeship standard

Business administrator

Level 3 (A level)

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