Client management apprentice Review
at Aon
Higher Level Apprenticeship
Finance
St Albans
Review Submitted: April 2026
Overall Rating
5 /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!
Overview of Role
Please give an overview of your role and what this involves on a day-to-day basis:
Assisting in day-to-day retirement services, including drafting reports and newsletters for trustees
Attending and planning face-to-face client meetings or conference calls, taking minutes, and managing the follow up actions
Playing an active part in delivering client satisfaction, retention and profitability
Carrying out administrative tasks contributing to the retirement and investment consulting process
Inputting data accurately to maintain management information