Client Adviser Assistant Review
at UBS
Level 3 Apprenticeship
Finance
London
Review Submitted: July 2020
Overall Rating
3.9 /5
The Overall Rating is the average of all the ratings given in each category. We take those individual ratings and combine them into one final score!
3.5/5
-
Overview of Role
3/5
-
Skills Development
4/5
-
Structure and Support
Overview of Role
Please give an overview of your role and what this involves on a day-to-day basis:
4/5
Day to day i help to support client adviser and clients. i am in contact with clients if they need any admin tasks or general enquires. i currently look after 2 client advisers which means i hold 2 books of clients which i am constantly speaking to.
To what extent do you enjoy your programme?
3/5
the programme is really enjoyable however i feel as though there isnt much room to move onwards.
Skills Development
Have you learnt any new skills or developed existing skills?
3/5
- confidence in the workplace
- confidence with talking to clients
- general knowledge of the financial industry
- building relationships with both people at work and clients
- confidence with talking to clients
- general knowledge of the financial industry
- building relationships with both people at work and clients
Structure and Support
How well organised/structured is your programme?
3/5
the programme has a clear structure when we joined. now the structure has become a bit more blurred as we are coming to the end of the apprenticeship it is unclear what the next steps are.
How much support do you receive from your employer?
4/5
i recieve a lot of support from my manager and those i work with. there is always someone i can go to with any problems and i have regular catchups with my manager and my buddy/mentor.
How much support do you receive from your training provider when working towards your qualifications?
4/5
the training provider has been excellent and i recieved constant support. they were always available to talk or explain anything regarding the exam or coursework. the support we also received from the external trainers provided my our trainers is unparallel
How well do you feel that your qualification (through your training provider) helps you to perform better in your role?
4/5
the qualification has given me a broad understanding of the financial industry and helped me to understand the structure and where we fit within. as i go on i hope to learn more about specifically the area i work in.
Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)
5/5
there are many social activities available as well as hundreds of networks that are easy to sign up and anyone is welcome.
Recommendations & Advice
Would you recommend UBS to a friend?
Yes
Why?
i feel supported and safe at work. it is a nice and enjoyable working environment
What tips or advice would you give to others applying to UBS?
understand UBS principles and beliefs - these are pushed at every level, from super junior to very senior individuals.
