Wealth Management Apprentice Review

My role consists of running background checks on current and prospective cleints, generating valuations on client accounts, preparing account opening documents and presentations for meetings, and updating client records like addresses, phone numbers etc. as well as lots of ad hoc tasks like binding docs.

I've learnt quite a lot from the exams themselves however the day to day role is more around learning processes and how to do the job - which is largely admin based and doesn't teach you much about finance more about the operations middle/back office side of things at UBS - and their way of doing things.

The role is quite boring to be honest and doesn't feel like you are learning that much apart from the exams - as I say its basically an admin role for the most part and not very exciting but I'm aware its a great name for the cv.

Reasonably valued, the people are for the most part nice and approachable, my manager is a nice guy.

The programme induction is structured well though after that you are put on desk and apart from random training days orchestrated by the training provider I don't feel there's much structure or organization - you basically just ask for help if you are stuck.

Not a huge amount but enough to pass the exams with our scheduled training days.

Not a huge amount its kind of up to us to ask for help if we are struggling but people are quite helpful when you do ask.

The money is not great but its an apprenticeship so its to be expected - in comparison to other apprenticeships its quite good.

We're encouraged to do stuff outside work though I'm not sure how accessible it is in reality. If you are really keen and interested I'm sure you can find stuff.

Yes

Its a great name for the cv and a good place to start your career, but beware the role is not great and I often work long hours for not great money doing boring stuff.

Think of what they'll ask you in interviews e.g give examples where you've worked in a team, have worked towards a project, have overcome challenges etc. Also you could do the Fundamentals of Financial services exam with the CISI - it'll cost you about £150 in total for the book and exams but its not that hard and will definitely give you an edge as no one else had even heard of it (I did it) in my intake.