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Wealth Management Administrator Apprentice

Walden Capital Limited · Saffron Walden · posted 4 June 2026

Applications closed 30 July 2026. Similar live vacancies below.

Wage
£22,000 a year
Hours
37.5 hours a week
Duration
1 Year
Level
Advanced (Level 3)
Standard
Financial services administrator (level 3)
Starts
4 August 2026
Closing date
30 July 2026
Positions
1
  • 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

Your training

  • You will access your training online from the employers site address

Where it leads

  • Support with all CII exams to aid progression
  • Looking to progress within either the administrative sector or adviser sector

About Walden Capital Limited

Walden Capital is a Chartered Financial Planning & Wealth Management company providing inspired financial thinking, bespoke planning and an assured service to a number of private clients, families and businesses.

Our aim is to ensure that our clients received the best possible advice to enable them to build and protect their wealth in the most efficient manner. We offer an assured service which is highly personalised and truly professional.

Skills they're looking for

Communication skillsIT skillsOrganisation skillsCustomer care skillsAdministrative skillsTeam workingInterest in Financial ServicesMicrosoft Office

Entry requirements

  • GCSE Maths and English (grade 4/C or above) — essential

Where you'll work

  • THE OLD GUN ROOMS, 17 HIGH STREET, SAFFRON WALDEN, CB10 1AT

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