Apprentice Financial Planning Administrator in Colchester

Summary

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.

Wage

£20,000 a year

Hours

Monday - Friday 9:00 am - 5:00 pm (40 hours a week)

Start date

Monday 7 September 2026

Duration

1 year 3 months

Positions available

1

What you’ll do at work

• Speak with clients and third parties on a daily basis.
• Manage complex workflow efficiently.
• Perform general administrative duties.

Where you’ll work

Beacon End Courtyard, London Road, Colchester, CO3 0NU

Training provider

SIMPLY ACADEMY LTD

Training course

Financial services administrator (level 3)

What you’ll learn

• Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory and ethical rules.
• Deliver customer service to internal and external stakeholders, meeting their requirements and adhering to principles such as Treating Customers Fairly, Know Your Customer and supporting vulnerable customers.
• Collaborate with financial services teams on planned and ad‑hoc tasks or projects.
• Identify potential risks and align tasks with company guidelines to mitigate risks, escalating where appropriate.
• Use digital systems and processes to meet business and customer needs, considering regulatory and governance requirements.
• Handle data safely and securely in compliance with data protection legislation and organisational policy.
• Develop and maintain collaborative relationships with key stakeholders, understanding their expectations and needs.
• Select and use appropriate communication methods, adapting technical and non‑technical information for the audience.
• Research, collate, analyse and present data relevant to the role and audience using available tools and techniques.
• Plan, organise and prioritise own tasks, managing time and resources effectively.
• Identify opportunities for continuous improvement and recommend solutions to improve processes.
• Apply sustainable principles and techniques relative to the role.
• Participate in training and development activities related to the role and stay up‑to‑date with relevant legal, regulatory changes.
• Work in line with the organisation’s equity, diversity, and inclusion policies.

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 provides a foundation for further study in other areas.

Requirements

Essential qualifications

Degree (any classification). The apprenticeship can be adjusted for other relevant qualifications and industry experience.

Skills

• Communication skills.
• Attention to detail.
• Organisation skills.
• Problem‑solving skills.
• Presentation skills.
• Administrative skills.
• Creative.
• Positive attitude.
• Time management.

About this 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.

After successful completion

After the apprenticeship you may continue your career with Monteagle Wealth Management in a permanent role, with support for CII qualifications, progression into Paraplanning and the opportunity to qualify as a Financial Planner / Financial Adviser.

Contact

SIMPLY ACADEMY LTD
Monica Peacock
monica@simplyacademy.com

Job Reference

VAC2000042217