Wealth Management Business Administrator Apprenticeship

Wealth Management Business Administrator Apprenticeship

BLUEBERRY WEALTH LIMITED

DORCHESTER (DT1 3BS
)

Closes in 22 days (Tuesday 30 June 2026 at 11:59pm)

Wage: £15,600 to £24,784.50, depending on your age

National Minimum Wage

Minimum wage rates (opens in new tab)

Hours:

Monday to Thursday 9:00 am to 5:30 pm;
Friday 9:00 am to 4:00 pm – 37 hours 30 minutes a week

Start date:

Tuesday 1 September 2026

Duration: 1 year 6 months

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands‑on experience.

Perform routine and complex administrative duties to provide support to the Wealth Management Consultant.

These duties may include but are not limited to:

• Drafting letters and memoranda
• Researching, writing, editing, proofreading documents for grammar, spelling, etc.
• Managing and maintaining electronic and paper files
• Overseeing independent administrative projects, as appropriate
• Creating, preparing, and maintaining reports, spreadsheets, and databases
• Researching questions or issues of interest and providing a report to the WMC
• Preparing, reviewing and collating fund and portfolio information for clients as required by the WMC
• Perform supportive administrative duties for the wealth management department

Additional duties specific to the wealth management department may include but are not limited to:

• Preparing documents relating to wealth management advice
• Assisting Advisers and Para‑planners with correspondence
• Co‑ordinating Service & Payment Agreement production and allocation
• Providing second‑line support to the Financial Planners as and when required
• Maintenance of Intelligent Office liaising closely with the Para‑planner

5A WIDCOMBE STREET
POUNDBURY
DORCHESTER
DT1 3BS

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

• Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
• Produces accurate records and documents include: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
• Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
• Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
• Demonstrates good communication skills, whether face‑to‑face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
• Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best‑practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem‑solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
• Takes responsibility for initiating and completing tasks,…