Wealth Management Admin Apprentice
OCM WEALTH MANAGEMENT LTD
Role overview
About this role
Fantastic opportunity to work for a Chartered Financial Planning Firm with a Discretionary Asset Management and Tax planning arm. You will be managing phone calls, following up faxes & forms sent,ensuring the cheque register is kept up to date & much more!
Job details
Compensation
Paid opportunity
Closing date
21 July 2026
Location
OLD BEDFORD ROAD, NORTHAMPTON, NN4 7AA
Posted
15 May 2026
Company
OCM WEALTH MANAGEMENT LTD
OCM WEALTH MANAGEMENT LTD operates in financial services, where accuracy, trust, regulation, data, and customer outcomes are central to the work.
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Role insight
Preparing for OCM WEALTH MANAGEMENT LTD
Strong applications usually show attention to detail, clear communication, numeracy, integrity, and an interest in how financial services help people or businesses.
- Prepare an example involving accuracy, responsibility, or handling sensitive information.
- Explain financial or technical ideas in plain English.
- For technology roles, link your projects to secure, reliable customer platforms.
Role overview
About this role
Fantastic opportunity to work for a Chartered Financial Planning Firm with a Discretionary Asset Management and Tax planning arm. You will be managing phone calls, following up faxes & forms sent,ensuring the cheque register is kept up to date & much more!
