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Wealth Management Administration Apprentice Acorns to Oaks Financial Services Ltd

To provide administration support to the Wealth Management team whilst completing the Business & Administration Apprentice Qualification.

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Closing date: 07 Jul 2022

Apprenticeship summary

  • Annual wage


  • Working week

    Monday - Friday, 9.00am - 5.00pm (1 hours lunch)

    Total hours per week: 35.00

  • Expected duration

    18 months

  • Possible start date

    25 Jul 2022

  • Date posted

    25 Jan 2022

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

As a company, we set high standards of performance and ethical behaviours. The following underpin the working environment at Acorn to Oaks Financial Services Ltd and assist us in delivering our vision:

  • Working with integrity
  • Partnering people and change
  • Driven to make a difference
  • Accountable for actions
  • Courageous leadership
  • Environmentally responsible
  • Provide exceptional service

Key Objectives:

  • Assist in the provision of appropriate administrative systems to support the work of the office- contribute to office meetings; co-ordinate meeting diaries (if applicable); ensure the office is kept up to date with relevant documentation and that team members have relevant support
  • To maintain effective stock management of office stationery and supplies
  • Maintain electronic and hard copy filing systems, as required
  • To provide essential cover arrangements for colleagues and undertake work for other teams, if required

Provide administration support predominantly to Wealth Management team, including but not limited to:

  • Providing high quality service to our customers and to internal colleagues and visitors to the office
  • Assisting with the organisation of meetings and attending meetings for minutes taking
  • Typing correspondence and assisting with the production of business documents
  • Printing, scanning, filing and other general administration duties
  • Assist with the marketing and promotional activities via social media and other marketing channels
  • Communicate, as required, with the college assessor and complete all training requirements in accordance with the apprenticeship framework
  • Develop personal skills which will contribute to effective team working with A2O and promote quality and excellence when dealing with provider companies and clients
  • Be a fully integrated member of the A2O family, developing strategies and objectives in support of A2O’s aims for company growth and development
  • To undertake any such additional duties that is reasonably commensurate with the level of this post

Requirements and prospects

Desired skills

  • Ability to follow written & verbal instructions and processes, to set standards and timescales
  • Effective written and oral communication skills
  • Ability to work quickly and accurately under pressure whilst ensuring attention to detail
  • Experience of Microsoft packages (i.e. Outlook, Word, Excel, PowerPoint, Internet)
  • Experience of maintaining effective office systems and processes

Personal qualities

  • Be mature- on many occasions the candidate will be first point of contact and needs to convey professionalism
  • Be conscientious and diligent
  • Be able to make productive us of their time
  • Be a good team player and have a good sense of humour
  • Be willing to work towards professional qualifications in their own time
  • Be self-motivated
  • Discreet with ability to maintain confidentiality

Desired qualifications

  • 5 GCSE’s grade C/4 or above (inc maths and English) or equivalent

Future prospects

  • Long Term Employment

Things to consider

Health & safety:

  • The post holder is required to carry out the duties in accordance with the company’s Health & Safety policies and procedures


  • The policy holder is required to always have due regard to equal opportunities and to work in a fair and reasonable manner towards all people, ensuring service standards are maintained


  • To support Acorn to Oaks Financial Services in striving to create a client service culture with total commitment to quality

Other duties:

  • The duties and responsibilities in this role are not exhaustive. The post holder may be required to undertake other duties from time to time within the general scope of the post
  • Any such duties should not substantially change the general character of the post. Duties and responsibilities outside the general scope of this grade of post will be mutually agreed with the post holder

About the employer

Acorn to Oaks Financial Services Ltd was set up in 2008 by Directors with over 30 combined years of high-level experience in financial services. We believed then, as we do now, that customers can be better served by financial services providers.

Since 2008, our mission has been to be recognised as a company that does much more than provide a comprehensive suite of financial products and services. We aim to provide our customers with an experience they won’t find elsewhere, one that is tailored to their unique current circumstances, their long-term needs and that is built on strong levels of trust and transparency.

Independent of any provider, we are able to survey the whole market without bias and with our staff undertaking in excess of 35 hours CPD each year, we are always primed to unearth and deliver the very latest the sector has to offer.


Acorns to Oaks Financial Services Ltd


6 Church Street




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Additional location information

*The Stables, Church Street, Wellington, TF1 1DG*


Training provider


Applications for this apprenticeship are being processed by Telford College of Arts & Technology


Lora Rogers 01952 642276

  • Business Administrator Level 3 Apprenticeship Standard

Apprenticeship standard

Business administrator

Level 3 (A level)

Before you apply

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