Apprentice Administrator
MONTEAGLE WEALTH MANAGEMENT LIMITED, Beacon End, Colchester
Apprentice Administrator
£20,000 a year
MONTEAGLE WEALTH MANAGEMENT LIMITED, Beacon End, Colchester
- Full time
- Permanent
- Apprenticeship programme
Posted today, 25 Jul | Get your application in now to be one of the first to apply.
Closing date: 21-08-2026 (In 27 days)
Job ref: None
Location ref: Beacon End, Colchester
Full Job Description
Introduction
This is an engaging and challenging role suited to ambitious, numerate and professional graduates. You’ll have strong communication and organisational skills, keen attention to detail, and a proactive approach to problem-solving. You’ll be a confident decision-maker, able to work with discretion.
About the Employer
We provide financial planning to a wide variety of clients through different life stages specialising in pre and post retirement and business owners. We believe in employee development and offer genuine scope for career progression.What You'll Do
- Speaking with clients and third parties on a daily basis
- Managing complex workflow efficiently
- General administrative duties
You will have an initial period of training to learn new processes and skills which would provide you with a solid foundation for a career within a Financial Services Practice. We provide ongoing development and encourage learning via the apprenticeship scheme and professional qualifications via the Chartered Institute for Insurance (CII).
Training Outcome
The desire to progress within the organisation would be beneficial. There is an opportunity to develop over time, including support for higher level professional qualifications, working towards paraplanning and advice. The role is permanent.
Skills Required
- Communication skills
- Attention to detail
- Organisation skills
- Problem solving skills
- Presentation skills
- Administrative skills
- Creative
- Positive attitude
- Time management
Qualifications
- Essential - A Level - 3 passes - C or above
Course Information
Course: Financial services administrator (level 3)
Level: 3
Route: Legal, finance and accounting
Apprenticeship Level: Advanced
Working Arrangements
Working Week: Monday - Friday, 9.00am - 5.00pm.
Expected Duration: 1 Year 3 Months
Training Provider: SIMPLY ACADEMY LTD