Wealth Operations Apprentice
6 months ago
At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve our vision we’re looking for exceptional people who live our values of care and integrity and who can inspire others; embrace change; deliver results and keep it simple.
We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.
- The Role:
We are looking for a highly motivated apprentice who is interested in working in Wealth Management, helping give everyone more confidence in putting their money to work.
- This is an exciting opportunity to join one of the top UK Wealth Managers and be part of it's evolution and transformation. You will be part of an exciting period of change and learn how we work to meet the needs of our customers across a number of departments while developing your own skills and knowledge.
- During this apprenticeship you will have the opportunity to gain experience in customer services, change management, business architecture and design. Upon completing the programme_ you will understand how those areas work together to deliver for customers, _shareholders and the wider community. You will learn how the regulatory regime keeps customers safe, how to service customer needs and how we can innovate for future opportunities._
Key Responsibilities for this role:
Your daily activities may include the following, but there is potential for growth outside of this:
- Speaking with our advisers, on phone or via message, to help them with their queries.-
- Speaking with financial advisers to help service their client accounts.-
- Helping research, document and plan initiatives to improve our business.-
- Keeping accurate records and notes of work or actions carried out.-
- Attending meetings and collaborating with colleagues.Engaging with colleagues to deliver solutions, develop new ideas or resolve issues.-
- Taking ownership of work, issues or queries and seeing the through to completion.-
- Finding out who around you can help, and how you can help them.-
- Explaining complex ideas in a simple way that inspires action.-
- Identifying your own development needs with the support of your manager and taking action to address them.Key Knowledge, Skills & Experience:
- Good and confident communication skills, both written and verbal-
- High level of accuracy and good attention to detail-
- Strong analytical skills in order to identify key themes and suggest solutions-
- Structured approach to work and very well organised-
- Ability to quickly learn and assimilate key processes and procedures-
- Moderate understanding of the MS Office (Word, Excel, PowerPoint). Experience in Excel is preferred.-
- A proactive team player who is confident about working with others but also independently and can promptly escalate any issue and work remotely where requiredQualification Required
Future Prospects:
Upon completion of the apprenticeship, there may be opportunities for career progression within our Wealth Management team or other relevant departments based on performance, business needs, and available opportunities. If recruited into a permanent role, the individual will follow the career progression applicable to the specific role/department.
Training Provided:
As a Wealth Advice Apprentice with M&G, you will undertake the Providing Financial Advice SCQF Level 6. The apprenticeship will be delivered through a blend of live online learning, pre-recorded lectures, and face to face inductions and masterclasses.
We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality or disability we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.
-
Wealth Advice Apprentice
6 months ago
Edinburgh, United Kingdom M&G plc Full timeAt M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...
-
Wealth Management Administrator
3 weeks ago
Edinburgh, United Kingdom Meraki Talent Ltd Full timeWealth Management AdministratorCompetitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space. As an integral part of our team,...
-
Wealth Management Administrator
3 weeks ago
Edinburgh, United Kingdom Meraki Talent Ltd Full timeJob Description Wealth Management Administrator Competitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space. As an...
-
Wealth Management Administrator
3 weeks ago
Edinburgh, United Kingdom Meraki Talent Ltd Full timeWealth Management AdministratorCompetitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space. As an integral part of our team,...
-
Wealth Management Administrator
3 weeks ago
Edinburgh, United Kingdom Meraki Talent Ltd Full timeWealth Management AdministratorCompetitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space. As an integral part of our team,...
-
Wealth Management Administrator
7 days ago
edinburgh, United Kingdom Meraki Talent Ltd Full timeJob Description Wealth Management Administrator Competitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space. As an...
-
HR Apprentice
6 months ago
Edinburgh, United Kingdom QA Apprenticeships Full time**Employer description**: Our client ensures that the people of Scotland, regardless of wealth, background or location, have access to the very best independent, objective legal advice. They have been at the forefront of legal excellence since 1532 and regulate the training and professional practice, conduct and discipline of advocates. **Vacancy...
-
Wealth Onboarding Coordinator
5 days ago
Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full timeAbout This RoleWe are seeking a highly motivated and organized Wealth Onboarding Coordinator to join our team at ENGINEERINGUK. As a key member of our Wealth Onboarding team, you will play a critical role in ensuring seamless onboarding experiences for our clients.Key Responsibilities:Coordinate and execute launch and change events with internal and external...
-
Wealth Management Administrator
2 weeks ago
City of Edinburgh, United Kingdom Meraki Talent Ltd Full timeJob Description Wealth Management Administrator Competitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh.They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space.As an integral...
-
Wealth Product Owner
7 months ago
Edinburgh, United Kingdom NatWest Digital X Full time**Product & Proposition**, **Customer**: **Wealth Product Owner**: Edinburgh, United Kingdom Permanent Full Time R-00227853 **Join our digital revolution in NatWest Digital X**: In everything we do, we work to one aim. To make digital experiences which are effortless and secure. So we organise ourselves around three principles: engineer, protect, and...
-
Wealth Management Administrator
3 weeks ago
Edinburgh, Scotland, Scotland, United Kingdom Meraki Talent Ltd Full timeWealth Management AdministratorCompetitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space. As an integral part of our team,...
-
Administrative Professional
5 days ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeWe are looking for an experienced Administrative Professional to join our team at Meraki Talent Ltd in Edinburgh. As a key member of our team, you will be responsible for supporting the Wealth Managers in managing client relationships and ensuring the smooth running of general operations.Key Responsibilities:Assist the Wealth Managers in processing new...
-
Wealth Management Administrator
3 weeks ago
City of Edinburgh, United Kingdom Meraki Talent Ltd Full timeWealth Management Administrator Competitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh.They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space.As an integral part of our team,...
-
Wealth Management Administrator
2 weeks ago
City of Edinburgh, United Kingdom Meraki Talent Ltd Full timeWealth Management Administrator Competitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh.They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space.As an integral part of our team,...
-
Wealth Management Specialist
3 hours ago
Edinburgh, Edinburgh, United Kingdom J.P. Morgan Full timeAt J.P. Morgan, we are seeking a highly skilled Wealth Management Specialist to join our team in Asset and Wealth Management. As a key member of our operations team, you will play a critical role in ensuring the end-to-end onboarding process for new clients meets the highest standards of quality and regulatory compliance.Job Responsibilities:Advises on...
-
Regulatory Compliance Officer
5 days ago
Edinburgh, Edinburgh, United Kingdom Broadgate Full timeBroadgate is a leading provider of tech services to the wealth management and platform sectors globally. We are seeking an experienced Regulatory Compliance Officer - Wealth Management to join our team in Edinburgh. As a key member of our Regulatory Advisory department, you will play a critical role in shaping our compliance strategy and ensuring the...
-
Modern Apprentice Finance Assistant
6 months ago
Edinburgh, United Kingdom Turcan Connell Full timeJob Advert We have a new opportunity for a Modern Apprentice Finance Assistant to join our Finance team. The position is on a full-time 12 month fixed-term basis. The role will be based in our Edinburgh office. **Responsibilities** This role is an entry level role and will assist with the processing of invoices and client and firm ledger entries to ensure...
-
Director, Financial Services Wealth Lead
2 weeks ago
City of Edinburgh, United Kingdom Kpmg-Unitedkingdom Full timeJob description KPMG are continuing to develop and grow their Wealth, Pensions and Retail Investments practice and are seeking to appoint Directors to support the ambition of quadrupling the size of the practice over the next three financial years.The RoleYou will be playing a crucial role in helping to drive growth in the Wealth, Pensions and Retail...
-
Director, Financial Services Wealth Lead
2 weeks ago
City of Edinburgh, United Kingdom Kpmg Full timeThe Role You will be playing a crucial role in helping to drive growth in the Wealth, Pensions and Retail Investments sector.Working closely with the Wealth, Pensions and Retail Investments leadership team to drive growth in the consulting practice, you will be responsible for the sale and delivery of consulting assignments and managed services to a range...
-
Operations Officer
6 months ago
Edinburgh, United Kingdom FNZ Full timeRole Description This role is responsible for core processing within specific functions, depending on the individual team, within one of the designated Operations Functional Areas, and is responsible for the quality processing for Corporate / Retail Clients on behalf of FNZ. This means the following key requirements,- The role holder will be responsible...
