Wealth Management Business Admin Apprenticeship

Digby Associates

Cheltenham (GL52 2NF)

Closes in 16 days (Monday 26 January 2026 at 11:59pm)

Posted on 9 January 2026

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Summary

This role is suitable for anyone wanting to do an apprenticeship in business admin. During your apprenticeship you will gain new knowledge and skills through workshops, 1-2-1s and self-led study. This is an excellent opportunity to earn while you learn and gain a varied and transferable qualification which will aid you in your career.

• Wage:

  £14,918.80 for your first year, then could increase depending on your age

  National Minimum Wage rate for apprentices

  Check minimum wage rates (opens in new tab)

• Training course: Business administrator (level 3)
• Hours: Monday to Friday between 9am to 5pm.

  38 hours a week

• Start date:

  Monday 2 February 2026

• Duration:

  1 year 2 months

• Positions available:

  1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

• Prepare all client valuations and supporting documentation for all review meetings
• Track client review dates and book appointments for the advisors
• Correspondence with clients – via emails, letters and over the phone
• Attending client meetings and taking notes
• Data entry into spreadsheets and inputting client data into our online databases, for this you must be able to demonstrate a good attention to detail
• Keeping client files up to date/organised and where possible, storing information online
• Help the advisors prepare and gather information on client policies and investments
• Assisting advisors with cases
• Scan all relevant client information and incoming post from providers
• Take the post at the end of the day
• Tracking the advisor renumeration
• Answer the phone in the first instance (within three rings) so calls can be managed for the advisors
• Answer the door to clients/providers, making sure they sign in and offering coffee and tea
• Always assist in keeping the office clean and tidy
• Assist the management team with a variety of tasks, including arranging client social events, HR and HSE updates, ordering office stationery and any other general duties

Where you'll work

2 Tebbit Mews
Winchcombe Street
Cheltenham
GL52 2NF

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

HOUSE OF CLIVE (HAIR AND BEAUTY) LIMITED

Training course

Business administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents

• Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
• Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
• Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
• Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
• Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
• Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
• Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
• Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.

Training schedule

Next Level Training will provide comprehensive training and support throughout your apprenticeship period. This includes:

• Level 3 Business Administration Apprenticeship Standard (14-months)
• Functional skills development in English, maths, and ICT (if applicable)
• Employability skills training
• Workshops and training days at our academy and online
• Tutor-led workplace assessments and ongoing support

Requirements

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

• Communication skills
• Organisation skills
• Problem solving skills

About this employer

Digby Associates is a Wealth Management Firm based in the heart of Bristol’s city centre, with an additional office in Cheltenham. Founded in 2007, we have built our business on reputation – the caring financial advisers who want to add value to our clients lives. We specialise in providing bespoke financial advice and services to clients on Investments, Mortgages, Pensions and Inheritance Tax mitigation.

After this apprenticeship

A business administration apprenticeship can help lead towards multiple career paths in a number of different sectors.

Ask a question

The contact for this apprenticeship is:

HOUSE OF CLIVE (HAIR AND BEAUTY) LIMITED

The reference code for this apprenticeship is VAC2000007953.

Apply now

Closes in 16 days (Monday 26 January 2026 at 11:59pm)