Apprentice Administrator
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Company: MONTEAGLE WEALTH MANAGEMENT LIMITED
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Location: Colchester, CO3 0NU
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Type: Apprenticeship
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Salary: £18,500.00 per year
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Sector: Legal, finance and accounting
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Ref: NAS-2000033243
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Application Deadline Date: 26/06/2026
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Start Date: 03/08/2026
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Positions Available: 1
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Working Week: Monday to Friday 9am to 5pm.
Brief Description
This is an interesting and challenging role that would suit an ambitious, numerate and professional individual You will have exceptional communication skills and be highly organised with an excellent eye for detail. You will have strong problem-solving skills, be a confident decision maker. It is essential that you can work with total discretion.
Training to be Provided
Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
- A broad understanding of the financial services sector
- An understanding of the role of the appropriate regulatory bodies
- The importance of relationship building with clients and colleagues
- Understanding of processes and procedures relevant to the role
- How to develop commercial awareness
- Building skills and capabilities within an organisation
Professional Qualifications:
- CF1 - awarded by The Chartered Insurance Institute (CII)
- Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.
Future Prospects
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.
Vacancy Detail
- 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).