Apprenticeship in Financial Services – Wealth Management
Reference No: 29988
City and Hunslet

About this opportunity

UBS are offering this wealth management apprenticeship scheme which provides ambitious and dynamic people with a different route to a career in the fantastic world of financial services. You'll earn a salary working in a fast paced enviroment.

A normal day will include:
•Helping client advisors and their assistants deliver excellent service to clients
•Completing important admin and client-related processes quickly and accurately
•Helping maintain client relations 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
•Making sure client order documents are stored correctly on client files
•Creating letters to clients

UBS offer expert advice, wealth management and investment banking. They have around 60,000 employees in all major financial centres, in almost 900 offices and more than 50 countries.

This is an exciting opportunity to take your first steps into the world of finance, with an apprenticeship 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.

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.

What you should have to apply

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

Personal Qualities

• Genuine interest in financial services
• Driven, hard working and keen to take on new challenges
• Energetic and ready to take on a challenge
• Creative with problems
• Strong with details
• Great communicator
• Keen to work with clients
• At their best when working in a team


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