Wealth Management Apprentice Review

I am a Wealth Management Apprentice. My Day to day role includes picking up mail, amending client records, helping organize meetings, obtaining account opening forms & obtaining account statements.

I have developed my communication, time management, organisation and prioritization skills. I have completed a qualification called the Investment Operations Certificate (Level 3) which has covered securities, derivatives, other financial instruments and regulation

I enjoy my programme. I have really nice colleagues, supportive senior management and there are ad hoc activities that activities that are organized for staff such as quiz nights.

Very valued, the apprentices in my department have been given a project to do by senior management and generally colleagues are supportive of our work. I was promoted to a more senior position within my sector as my peers were extremely happy with my worth ethic and quality of work.

The introduction and training are very structured but when I came to the exams we were never given a definite timeline as to when they needed to be completed and the same with the coursework. Once we completed the exams and asked to move on to other exams, we contacted the relevant people but never received a response. Even after numerous chaser emails - the team again couldn't give us a clear timeline as to when these other exams could be completed (even though they said at the start of the apprenticeship, we could move onto the other exams)

We have monthly meetings with a Tutor via telephone and a face to face review every month. The training advisor always asks us if we have any issues or if there is anything we want to discuss

A lot of support, I have 1-1's with senior management every month and they are always asking how I am doing and if there are any problems. We have mentors assigned to us and I meet with mine every month.

The salary is ok but it isn't that competitive - I had offers from other institutions which had a lot higher salary. But I favored the job role over the salary.

There are social clubs such as the choral society, wine society, social committee (who organize various events such as quizzes once every few months). There are numerous volunteering opportunities both inside and outside work.

Yes

The programme is broad, the people are great and I like the company.

Look up information about the company and be confident in your group and 1-1 interviews.