Wealth Management Business Administrator Apprenticeship
BLUEBERRY WEALTH LIMITED
DORCHESTER (DT1 3BS)
Closes in 27 days (Tuesday 30 June 2026 at 11:59pm)
Posted on 3 June 2026
Contents
Summary
An exciting opportunity to join Blueberry Wealth Management as a Business Administration Apprentice. The main purpose of the role is to provide both general administrative support for the Wealth Management Consultant, as well as support in specific areas (e.g., wealth management).
- Wage
-
£15,600 to £24,784.50, depending on your age
National Minimum Wage
- Training course
- Business administrator (level 3)
- Hours
-
Monday to Thursday 9:00 am to 5:30 pm, Friday 9:00 am to 4:00 pm
37 hours 30 minutes a week
- Start date
-
Tuesday 1 September 2026
- Duration
-
1 year 6 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
Perform routine and complex administrative duties to provide support to the Wealth Management Consultant.
These duties may include but are not limited to:
- Drafting letters and memoranda
- Researching, writing, editing, proofreading documents for grammar, spelling, etc.
- Managing and maintaining electronic and paper files
- Overseeing independent administrative projects, as appropriate
- Creating, preparing, and maintaining reports, spreadsheets, and databases
- Researching questions or issues of interest and providing a report to the WMC
- Preparing, reviewing and collating fund and portfolio information for clients as required by the WMC
- Perform supportive administrative duties for the wealth management department
These duties may include but are not limited to:
- Preparing documents relating to wealth management advice
- Assisting Advisers and Para-planners with correspondence
- Co-ordinating Service & Payment Agreement production and allocation
- Providing second-line support to the Financial Planners as and when required
- Maintenance of Intelligent Office liaising closely with the Para-planner
Where you'll work
5A WIDCOMBE STREET
POUNDBURY
DORCHESTER
DT1 3BS
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
WEYMOUTH COLLEGE
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
- Business Administrator Level 3
- The apprentice will attend Coastland College one day per week (term-time only)
Requirements
Desirable qualifications
GCSE in:
- English (grade 4)
- Maths (grade 4)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Problem solving skills
- Administrative skills
- Team working
Other requirements
You must be prepared to commit to your work and training for the duration of the apprenticeship. You will be required to attend an interview and assessment at Coastland College to ensure you meet the relevant entry requirements for this apprenticeship. If a suitable candidate is found prior to the advertised closing date, it may close earlier so please apply early to avoid disappointment.
About this employer
A friendly boutique wealth management firm with considerable experience in all aspects of financial planning covering Dorset, Devon, Hampshire and Somerset.
Blueberry Wealth Management pride ourselves on our ability to stand out from the crowd by providing a refreshingly different approach tailored to our clients’ needs and circumstances.
After this apprenticeship
Following completion of the apprenticeship, the right candidate may be offered a position as a permanent member of staff.
Ask a question
The contact for this apprenticeship is:
WEYMOUTH COLLEGE
Christopher Moyse
chris.moyse@blueberrywealth.co.uk
01305 756 780
The reference code for this apprenticeship is VAC2000034818.
Apply now
Closes in 27 days (Tuesday 30 June 2026 at 11:59pm)