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Wealth Management Administrator Apprentice Griffins Financial Solutions Ltd

Organising & preparing for client meetings and preparing client review documentation, implementing actions agreed by Financial Planner, keeping our client management system up to date with client and policy data, using online platform technology, deal with client and provider enquiries, scanning documents and correspondence to client records.

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Closing date: 31 Jul 2022

Apprenticeship summary

  • Annual wage

    £13,000.00 - £15,000.00

  • Working week

    Monday - Friday, 8.30am - 5.00pm.

    Total hours per week: 37.00

  • Expected duration

    18 months

  • Possible start date

    22 Aug 2022

  • Date posted

    14 Jan 2022

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

Duties will include:

  • Organising & preparing for client meetings and preparing client review documentation
  • Implementing actions agreed by Financial Planner (submitting new business, fund switches, etc)
  • Keeping our client management system (Adviser Office) up to date with client and policy data
  • Using online platform technology including the Abrdn wrap platform
  • Taking initiative to deal with client and provider enquiries
  • Scanning documents and correspondence to client records
  • To meet set deadlines for work as required
  • To develop and maintain technical product and provider awareness
  • Adhere to the FCA’s Treating Customers Fairly principles which are embedded into the firms’ procedures and practices
  • To deal with clients and fellow team members in a professional manner
  • Provide flexible team cover during holidays/absence etc.
  • To help with the post and answering the phones
  • General office duties

Requirements and prospects

Desired skills

  • Accurate, have attention to detail and conscious of operational impact of activity
  • Well organised

Personal qualities

  • Friendly
  • Team player
  • Able to work independently
  • Eager to learn
  • Keen and enthusiastic
  • Able to maintain confidentiality
  • Willingness to study towards the Diploma in Regulated Financial Planning

Desired qualifications

  • English and maths at grade C/4 or above (or equivalent)

Future prospects

On-going personal development is very much encouraged and paid for (for example, Diploma in Regulated Financial Planning).

Things to consider

Applicants need to be available to start this role in Spring 2022. 

About the employer

Griffins is a friendly client focused financial planning company based in central Newbury. We foster long-term relationships with our personal and corporate clients and pride ourselves on consistently providing a high level of customer service.

We embrace new technology and are constantly looking to engage with software to make the client journey not only more efficient, but also more engaging for the clients. We are constantly looking to evolve and welcome input from everyone in the company as to how things can be made better.

We have an experienced team who are ready to share their knowledge with the right individual. This is an amazing opportunity for someone looking for a good starting point in the financial services sector, to start in a role that can grow with you as you progress.


Griffins Financial Solutions Ltd



London Road


RG14 1JX

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Training provider


Applications for this apprenticeship are being processed by West Berkshire Training Consortium


Rachel Eaves 07922426414

  • Business Administrator Level 3 Standard 
  • Functional Skills if required

Apprenticeship standard

Business administrator

Level 3 (A level)

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