Apprenticeship 2025 - Wealth Managment Operations

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Arbuthnot Latham has been associated with banking since 1833. We combine private and commercial banking, wealth planning and investment management. We believe in traditional relationship and service-led banking powered by modern technology.
- Diverse and talented, with exceptionally high professional standards and a passion to deliver the very best for our clients, our people are our most vital asset. Rewarding and challenging, Arbuthnot Latham prides itself on encouraging colleagues to reach their full potential within a supportive and progressive environment.Our 2-year Apprenticeship programme is designed to provide you with the skills and experience to help you progress your career and contribute to Arbuthnot Latham’s continuing success.

We have an excellent opportunity for someone wanting to start a meaningful career in Wealth Management with a placement in our Wealth Management Administration (WMA) Team. The WMA team supports client-facing Wealth Management personnel, Investment Managers (IMs) and Wealth Planners (WPs) by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.

The Apprenticeship Programme will be delivered in on-the-job learning which aligns to your enrolled BPP Level 3 Financial Services Administrator Apprenticeship course.

**During the programme, you can expect to**:

- Work as part of a diverse team contributing to the team deliverables
- Completing an externally **accredited BPP Level 3 Financial Services Administrator i**n a specific field which involves at least 20% of your work week studying
- Build your breath of experience through on-the-job learning
- Take part in a structured training programme covering technical industry knowledge, professional and soft skills
- Be empowered to build your leadership skills and agile thinking
- Develop relationship management skills and build your professional network
- Contribute your ideas and knowledge to a project
- Gain exposure to senior leaders, mentors and different areas of Bank

You’ll be part of our growing community of apprentices, benefitting from a supportive and collaborative working environment.

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**Role Description**

**Supporting Client Management & Administration**
- Support the team in contributing to the client experience andservice delivery to both existing and new clients, including a smooth client onboarding process, general client communications and administrative tasks.
- Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls
- Support the team with all internal and external administrative queries
- Work with the team to ensure all client documentation and data entryensuring client records are maintained, accurate and in good order
- Ensure all administration follows Wealth Managements regulatory and procedural processes
- Assist the WMA Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank’s Values and Commitments as the business grows

**Key Interfaces**:

- Work closely with all Wealth Management personnel to facilitate an outsanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives
- Liaison with Client Transitions on general queries for onboarding packs, static data updates and other Back Office Operations
- Compliance and other internal departments

**Person Specification**

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**Knowledge / Experience**
- Experience in client facing or customer service (advantageous)
- Ability to manage your time effectively and prioritise your work and meet deadlines
- Solid written and verbal communications skills
- Strong numerical skills, problem-solving analytics skills
- Excellent attention to detail and accuracy
- Aptitude for learning and willingness to develop
- High level of confidentiality, diplomacy, and discretion
- Collaborative, team-based approach
- Ability to adapt to change and learn new technologies
- Strong interest in financial markets or banking

**Qualifications**:
**Competencies**:

- Performance Focus
- Customer Focus
- Working Proactively
- Problem Solving & Judgment
- Team WorkingCommunication & Confidence

**Our Values**

Our values define who we are. They ensure that we approach our work, our colleagues and our clients in the right way. Being a relationship-led organisation makes this all the more important. We know _what_ we do as a business, our values guide _how_ we do it.
- Integrity
- Energy & Drive
- Empowerment
- Respect
- Collaboration

**About Us**

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**Work, Life and Benefits**

At Arbuthnot Latham we offer:

- Agile working
- Competitive salary, pension & holiday allowance
- BUPA Health cover
- 4 x Life Assurance
- Income protection scheme
- Discretionary bonus
- Market leading maternity/paternity and menopause policies
- Flexible benefits