Wealth Management Administrator Apprentice
WALDEN CAPITAL LIMITED
SAFFRON WALDEN (CB10 1AT)
Closes in 16 days (Saturday 30 May 2026 at 11:59pm)
Posted on 14 May 2026
Contents
Summary
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.
- Wage
-
£22,000 a year
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday to Friday 9.00am- 5.30pm with a 1 hour lunch.
37 hours 30 minutes a week
- Start date
-
Monday 15 June 2026
- Duration
-
1 year
- Positions available
-
1
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you'll do at work
- 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
Where you'll work
THE OLD GUN ROOMS
17 HIGH STREET
SAFFRON WALDEN
CB10 1AT
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
SKILLS EDGE TRAINING LTD
Training course
Financial services administrator (level 3)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
Course contents
- Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
- Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
- Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
- Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
- Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
- Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
- Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
- Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
- Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
- Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
- Plan, organise and prioritise own tasks, managing time and resources effectively.
- Identify opportunities for continuous improvement and recommend solutions to improve processes.
- Apply current and developing sustainable principles and techniques relative to role.
- Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
- Work in line with organisational equity, diversity, and inclusion policies.
- Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
- Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
- Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
- Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
- Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
- Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
- Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
- Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
- Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
- Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
- Plan, organise and prioritise own tasks, managing time and resources effectively.
- Identify opportunities for continuous improvement and recommend solutions to improve processes.
- Apply current and developing sustainable principles and techniques relative to role.
- Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
- Work in line with organisational equity, diversity, and inclusion policies.
Training schedule
You will access your training online from the employers site address
More training information
You will achieve the Financial Services Administrator Apprenticeship Standard:
- Develop the knowledge, skills and behaviours of successful Financial Services Administrators
- Regular seminar
- All seminars recorded and available on-demand
- Interactive chat, forums and class notebooks for real-time support and assistance from experienced financial services professionals
- Regular tutorials and assessments from an experienced financial service professional
Requirements
Essential qualifications
GCSE in:
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Communication skills
- IT skills
- Organisation skills
- Customer care skills
- Administrative skills
- Team working
- Interest in Financial Services
- Microsoft Office
About this employer
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.
http://www.waldencapital.co.uk (opens in new tab)
Company benefits
- Staff Pension
- Life cover (death in service)
- 25 days annual leave, plus bank holidays
- Private Medical Insurance
- Staff parking at Swan Meadow
- Discretionary bonus paid yearly
After this apprenticeship
- Support with all CII exams to aid progression
- Looking to progress within either the administrative sector or adviser sector
Ask a question
The contact for this apprenticeship is:
SKILLS EDGE TRAINING LTD
The reference code for this apprenticeship is VAC2000031702.
Apply now
Closes in 16 days (Saturday 30 May 2026 at 11:59pm)