Financial Services Apprentice – Wealth Management
Reference No: 29937

Vacancy Filled

City and County of the City of London

About this opportunity

UBS have this new exciting wealth management apprenticeship scheme to provide ambitious and dynamic individuals with a different route to a career in the fantastic world of financial services.

A normal day will include:
•Being responsible for ensuring that important admin and client-related processes are completed quickly and accurately
•Helping maintain client relationships and support great customer service, working closely with the wealth management client teams
•Ensuring client information is correct and up to date
•Completing internet searches
•Preparing reports and proposals for client meetings and completing documentation afterwards
•Making sure client order documents are stored correctly on client files
•Creating letters to clients

UBS has over 900 offices in over 50 countries, and have been helping clients for over 150 years.

What you could go on to do:
Your career development and professional qualifications don’t stop after the apprenticeship. Focused and determined individuals will be able to attain further qualifications - equivalent to a degree – and when your training is complete, you will take on the role of wealth management client support officer.

How you will be supported:
Full training and support will be provided by our expert training and assessment staff at The Growth Company. Onsite support will be provided by your line manager, team, mentor and HR.

This is an exciting opportunity to take your first steps into the world of finance with a truly global firm, one which won 'Highly Commended' and was included in the 'Top 100 Employers' list at the 2015 National Apprenticeship Awards. This is an opportunity to work alongside some of the best people in the financial services industry.

What will happen next:
Applicants who meet the entry requirements will be contacted within one week.

What you should have to apply

• B/Level 6 Grades at GCSE in maths and English language
• A-levels required: BCC or equivalent (104 UCAS Points)

Personal Qualities

•Genuine interest in financial services
•Driven, hard-working and keen to take on new challenges
•Eager to solve problems, make things happen, stick with a task and work in a team


•Basic knowledge of MS Office
•Reliable and strong attention to detail