Wealth Management Administrator Apprentice
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Company: WALDEN CAPITAL LIMITED
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Location: SAFFRON WALDEN, CB10 1AT
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Type: Apprenticeship
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Salary: £22,000.00 per year
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Sector: Legal, finance and accounting
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Ref: NAS-2000035042
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Application Deadline Date: 30/06/2026
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Start Date: 06/07/2026
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Positions Available: 1
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Working Week: Monday to Friday, 9.00am- 5.30pm, with a 1 hour lunch.
Brief Description
Walden Capital is looking for a apprentice administrator to join our Operations team. This is an exciting entry level position to join a highly successful chartered financial planning firm.
Training to be Provided
- You will access your training online from the employers site address
Future Prospects
- Support with all CII exams to aid progression
- Looking to progress within either the administrative sector or adviser sector
Vacancy Detail
- All aspects of new business- from gathering forms to processing transfers through to fruition
- Arranging client withdrawals/ dealing instructions
- Gathering client information as and when required
- Meeting packs for all advisers
- Client valuations/ illustrations
- Meet and greet clients
- Answering the phones as first point of client contact
- Answering client queries
- Back office database entry and maintenance
- General office duties such as scanning, post in and out, tidying meeting rooms, making client drinks