Wealth Management Apprentice Review

I provide documents and materials for higher members of staff that they use for client meetings, supporting the front office

I have developed my communication skills, prioritisation skills and learnt valuable skills related to wealth management

I enjoy the balance of having uni and work, as well as talking to colleagues on a daily basis in a working environment. I enjoy it to a large extent

I think the balance between uni and work is fairly well balanced for what it entails, however the format of work could be more structured

I receive a lot of support from my employer and cannot fault their support at all

I receive a fair amount of support as they often let us have study days off before exams, however the balance can be tricky

I think that my qualification does help me perform better

There are a few volunteering opportunities and other societies to join

Yes

Because the work and qualification benefits are very good and the balance between the two is manageable

I’d say to take a proactive approach to it, be willing to learn and try to stay organised