Apprentice Financial Planning Administrator
MONTEAGLE WEALTH MANAGEMENT LIMITED, Beacon End, Colchester
Apprentice Financial Planning Administrator
£20,000 a year
MONTEAGLE WEALTH MANAGEMENT LIMITED, Beacon End, Colchester
- Full time
- Permanent
- Apprenticeship programme
Posted 1 week ago, 14 Jul | Get your application in now before you miss out!
Closing date: 07-08-2026 (In 13 days)
Job ref: None
Location ref: Beacon End, Colchester
Full Job Description
Introduction
Join a growing Financial Planning Practice and build a career in wealth management. Starting in an administrative role, you'll gain hands-on experience supporting clients and advisers while studying towards professional qualifications, with a clear pathway into Paraplanning and Financial Advice.
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
After successful completion of the apprenticeship, you will have the opportunity to continue your career with Monteagle Wealth Management in a permanent role. A clearly defined development pathway is offered, including support for industry-recognised CII qualifications, progression into Paraplanning and, for the right individual, the opportunity to ultimately train and qualify as a Financial Planner / Financial Adviser.
Skills Required
- Communication skills
- Attention to detail
- Organisation skills
- Problem solving skills
- Presentation skills
- Administrative skills
- Creative
- Positive attitude
- Time management
Qualifications
- Essential - Degree - Any - Any degree classification cons
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