Apprentice Office Trainee
Employment Type:
£10000 per annum
Closing Date:
29th September, 2017

Office Trainee required for a busy Independent Financial Advisers Office.  The successful candidate will need to be comfortable liaising with clients face to face and over the telephone.   In addition they will need excellent attention to detail and organisational skills, be flexible and adaptable.

The main duties will be managing phonecalls, greeting clients, dealing with incoming and outgoing post, data input, sending letters and general office duties including scanning, electronic filing, record keeping.  A good knowledge of Word and Excel would be desirable however full training will be given on all systems used.

Skills Required

Understand how to deliver excellent customer service
Organisation Skills (Able to manage time effectively and prioritise workload accordingly)
Able to work as part of a team
Good communication skills
Ability to understand and carry out instructions

Personal Qualities

Proactive approach to seeking and sharing knowledge
Ability to work effectively as part of a team
Awareness of equality and diversity Flexible, enthusiastic, ‘can-do’ approach to everyday work
Open to change and new ideas Willingness and desire to take responsibility and use own initiative
Commitment to own personal professional development
Other; Good Work Ethic, Passion and right attitude to work



GCSE Maths and English A*- C or Functional Skills or equivalent;

Working Week

Monday to Friday -9 am to 5 pm
(With 1 hour lunch break (12-1)


Level 2 diploma in Business Administration

*Please note that all applicants will need to successfully complete a work trial before being signed up on to the apprenticeship programme

How To Apply

Apply Now

BRB Wealth Management provides fee based, comprehensive financial planning advice to individuals seeking to take control of their financial future and achieve their personal and financial goals.

We offer impartial, proactive advice and aim to establish a close, ongoing relationship via regular review meetings. We pride ourselves on a highly personalised service, providing our clients with the peace of mind that all aspects of their financial planning are being looked after by trusted professionals.
  • We provide peace of mind that all aspects of your financial planning are being looked after on an ongoing basis via regular review meetings.
  • You have unlimited access to your adviser between review dates either face to face, by telephone or email.
  • We focus on helping you achieve your financial and lifestyle goals as opposed to the product sales based approach of many other advisers.
  • Our robust, low cost investment process is based on proven academic research and designed to avoid many of the mistakes commonly made by investors