Business Support Apprentice APOGEE WEALTH MANAGEMENT LTD

Candidates will be responsible for the processing of new business, proactive onoing client service support, servicing existing business, platform based work, illustrations & regular contact directly with clients & wrap/platform providers.

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Closing date: 27 Jun 2023

Apprenticeship summary

  • Annual wage


  • Working week

    Monday - Friday 7.5 hours per day (Exact times to be discussed upon interview)

    Total hours per week: 37.50

  • Expected duration

    18 Months

  • Possible start date

    03 Jul 2023

  • Date posted

    18 Aug 2022

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?


  • Responsible for supporting the administration team
  • Receiving & acting on instructions from Business Support Staff following client meetings
  • Maintaining actuate records using our internal back office system
  • Creating & producing letters & invoices
  • Carrying out all tasks in a manner consistent
  • Liaising with clients & product providers
  • Preparation of existing client valuations / files ready for reviews
  • Process of new business
  • Ensuring all client files are compliant

What training will the apprentice take and what qualification will the apprentice get at the end?

Level 3 Business Administrator Apprenticeship Qualification

What is the expected career progression after this apprenticeship?

After completion of your apprenticeship you will potentially have the opportunity to progress onto full time positions within the business

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Presentation skills, Administrative skills, Analytical skills, Team working, Initiative, Prioritise own work load, Ability to multi task, Be able to prioritise, Proficient in using MS Excel, Proficient in Outlook and Word, Self-driven, Results-oriented, Positive outlook, A natural forward planner, Reliable, Tolerant, Determined, Keen for new experience


GCSE or equivalent English (Grade 4/C+) Desired
GCSE or equivalent Maths (Grade 4/C+) Desired

Things to consider

Benefits will include: Competitive salary, Study support, Death in Service Benefit, Flexible working, Company pension scheme and Free Parking.

About the employer

Apogee Wealth Management Limited was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth Individuals and the employee benefit market. Apogee now manages over £220m of assets for clients and was awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism.







WA16 8GS

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Training provider


Apprenticeship standard

Business administrator

Level 3 (A level)

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