At a Glance
- Tasks: Support Wealth Management Consultants with administrative duties and hands-on experience.
- Company: Join a friendly boutique wealth management firm with a unique approach.
- Benefits: Earn a competitive wage while gaining valuable skills and experience.
- Other info: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Kickstart your career in finance with real-world experience and potential for permanent employment.
- Qualifications: GCSE in Maths (grade 4) and a commitment to learning.
The predicted salary is between 15600 - 24784 £ per year.
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
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
Work Most of your apprenticeship is spent working. You’ll learn on the job by getting hands‑on experience.
What you'll do at work:
- Perform routine and complex administrative duties to provide support to the Wealth Management Consultant.
- 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.
Where you'll work: 5A WIDCOMBE STREET POUNDBURY DORCHESTER DT1 3BS
Training: 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.
- Choose the most appropriate IT solution to suit the business problem.
- Update and review databases, record information and produce data analysis where required.
- Produce accurate records and documents including: emails, letters, files, payments, reports and proposals.
- Make recommendations for improvements and present solutions to management.
- Draft correspondence, write reports and review others' work.
- Maintain records and files, handle confidential information in compliance with the organisation's procedures.
- Coach others in the processes required to complete these tasks.
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.
Requirements: GCSE in Maths (grade 4). Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Other requirements: You must be prepared to commit to your work and training for the duration of the apprenticeship. You will be required to attend an interview and assessment at Coastland College to ensure you meet the relevant entry requirements for this apprenticeship.
About this employer: A friendly boutique wealth management firm with considerable experience in all aspects of financial planning covering Dorset, Devon, Hampshire and Somerset. Blueberry Wealth Management pride ourselves on our ability to stand out from the crowd by providing a refreshingly different approach tailored to our clients’ needs and circumstances.
Following completion of the apprenticeship, the right candidate may be offered a position as a permanent member of staff.
The contact for this apprenticeship is: WEYMOUTH COLLEGE Christopher Moyse 01305 756 780
The reference code for this apprenticeship is VAC2000034818.
Wealth Management Business Administrator Apprenticeship in Dorchester employer: Coastland College
Blueberry Wealth Limited is an exceptional employer located in the heart of Dorchester, offering a supportive and friendly work environment that fosters professional growth. As a boutique wealth management firm, we prioritise tailored client solutions while providing apprentices with hands-on experience and the opportunity to develop essential skills in financial planning. Our commitment to employee development ensures that successful apprentices may transition into permanent roles, making this a rewarding place to build a career.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Business Administrator Apprenticeship in Dorchester
✨Tip Number 1
Get to know the company! Research Blueberry Wealth Limited and understand their values and services. This will help you tailor your conversations during interviews and show that you're genuinely interested.
✨Tip Number 2
Practice makes perfect! Prepare for common interview questions related to wealth management and administration. Role-play with a friend or family member to build your confidence and refine your answers.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend local events related to wealth management. Building relationships can give you insider info and potentially a foot in the door.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re proactive and serious about landing this apprenticeship.
We think you need these skills to ace Wealth Management Business Administrator Apprenticeship in Dorchester
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your application to highlight how your skills and experiences align with the role. We want to see how you can bring value to our team, so don’t hold back on showcasing your relevant abilities!
Proofread Like a Pro:Before hitting send, give your application a thorough read. Typos and grammatical errors can be a big turn-off, so let’s make sure everything is polished and professional. We’re all about attention to detail here!
Show Your Enthusiasm:Let your passion for wealth management shine through in your application. We love candidates who are excited about the industry and eager to learn. A little enthusiasm goes a long way in making your application stand out!
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. It’s the easiest way for us to keep track of your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Coastland College
✨Know Your Stuff
Before the interview, make sure you understand the basics of wealth management and the specific duties of a Business Administrator. Brush up on relevant IT skills, especially MS Office, as you'll likely be asked about your proficiency in these areas.
✨Showcase Your Communication Skills
Since this role involves drafting correspondence and preparing reports, be ready to demonstrate your written and verbal communication skills. Practise explaining complex ideas simply and clearly, as this will show your ability to communicate effectively with clients and colleagues.
✨Be Proactive and Problem-Solving
Think of examples from your past experiences where you've taken initiative or solved a problem. This could be anything from managing a project to improving a process. Be prepared to discuss these examples during the interview to highlight your proactive nature.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the types of projects you might work on, or how success is measured in the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
