Client Adviser Assistant Review

by UBS

Best Apprenticeship Employer

Rating

7.9/10
  • 1. Please give an overview of your role and what this involves on a day-to-day basis:

    • Day to day i help to support client adviser and clients. i am in contact with clients if they need any admin tasks or general enquires. i currently look after 2 client advisers which means i hold 2 books of clients which i am constantly speaking to.

    8/10
  • 2. Have you learnt any new skills or developed existing skills?

    • - confidence in the workplace - confidence with talking to clients - general knowledge of the financial industry - building relationships with both people at work and clients

    7/10
  • 3. To what extent do you enjoy your programme?

    • the programme is really enjoyable however i feel as though there isnt much room to move onwards.

    6/10
  • 4. How well organised/structured is your programme?

    • the programme has a clear structure when we joined. now the structure has become a bit more blurred as we are coming to the end of the apprenticeship it is unclear what the next steps are.

    7/10
  • 5. How much support do you receive from your employer?

    • i recieve a lot of support from my manager and those i work with. there is always someone i can go to with any problems and i have regular catchups with my manager and my buddy/mentor.

    9/10
  • 6. How much support do you receive from your training provider when working towards your qualifications?

    • the training provider has been excellent and i recieved constant support. they were always available to talk or explain anything regarding the exam or coursework. the support we also received from the external trainers provided my our trainers is unparallel

    8/10
  • 7. How well do you feel that your qualification (through your training provider) helps you to perform better in your role?

    • the qualification has given me a broad understanding of the financial industry and helped me to understand the structure and where we fit within. as i go on i hope to learn more about specifically the area i work in.

    8/10
  • 8. Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)

    • there are many social activities available as well as hundreds of networks that are easy to sign up and anyone is welcome.

    10/10
  • 9a. Would you recommend UBS to a friend?

    • Yes

  • 9b. Why?

    • i feel supported and safe at work. it is a nice and enjoyable working environment

  • 10. What tips or advice would you give to others applying to UBS?

    • understand UBS principles and beliefs - these are pushed at every level, from super junior to very senior individuals.

Details

Level 3 Apprenticeship

Finance

London

July 2020

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