Client Service Support Apprenticeship

Client Service Support Apprenticeship

You will be working alongside a number of Wealth Managers/Advisers to assist them in delivering a first class client service, whilst gaining exposure and experience to various aspects of Financial Advice and Planning.

This is an exciting opportunity for an enthusiastic person to work within a highly successful and growing organisation based in Ashbourne, Derbyshire. This role will provide the successful applicant with exposure and experience to various aspects of Financial Advice and Planning, whilst gaining a Level 3 Business Administrator Qualification.

  • Working week

Monday – Friday, 9.00am – 5.00pm.

Total hours per week: 35

  • Expected duration

15 Months

  • Apprenticeship level

Business Administrator Level 3 (A level)

What you will do in your working day

  • Diary management
  • Liaising with clients and resolving queries
  • Prepare client meeting packs, documents and application forms
  • Handling confidential information
  • Deliver the highest standard of client care and customer service to clients and external individuals/companies
  • Provide administrative support to Advisers and the back office
  • Submit and chase through business applications
  • Update and maintain client records and files on in house and CRM systems
  • Answer inbound calls
  • Make outbound calls to clients and external providers

The training you will be getting

  • An apprenticeship allows you to earn a wage, gain valuable work experience and industry specific competence.
  • You will be expected to work towards the Business Administration Level 3 qualification, with support from your employer and the Chesterfield College Group.
  • Training schedule has yet to be agreed. Details will be made available at a later date.

What to expect at the end of your apprenticeship

  • Rhodes Wealth Management Ltd are looking to offer a permanent full-time role within the business upon successful completion of this apprenticeship for the right person

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, administrative skills, Team working, Initiative


GCSE or equivalent English (Grade 4) Essential
GCSE or equivalent Maths (Grade 4) Essential

Additional Benefits

Holidays: 20 days

Benefits: Birthdays off and accrue 1 extra days holiday for each full period of service year completed

Free onsite parking


To apply please send an up to date CV and covering letter to

To get in touch with us, please contact us via the phone number or email below.

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