Trainee Financial Planner Admin | Funded Qualifications

Ellis James Partners Ltd; Manchester; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A leading financial planning firm in Manchester is looking for a Trainee Financial Planning Administrator to start a rewarding career. This role involves supporting advisers with administrative tasks, preparing client documents, and learning the fundamentals of financial planning. The firm offers fully funded qualifications and a structured development path. Ideal candidates are detail-oriented, have strong communication skills, and a genuine interest in financial planning. Join a team that invests in your growth and offers a supportive environment.

Benefits

Fully funded exams and materials

Structured development into paraplanning

Regular check-ins and coaching

Qualifications

• A genuine interest in financial planning.
• Some admin experience is helpful but attitude is what matters.
• Comfort with Microsoft Office is required.

Responsibilities

• Support advisers and paraplanners with day to day administration.
• Prepare client documents, reports, and meeting packs.
• Keep client records accurate and up to date.
• Learn the technical foundations of financial planning.
• Handle applications and communicate with providers.
• Update the CRM (Salesforce) and help the team run smoothly.
• Build confidence on the phone with clients.

Skills

Strong communication skills

Attention to detail

Organised approach

Positive mindset

Willingness to learn

Tools

Microsoft Office

Salesforce

Job description

A leading financial planning firm in Manchester is looking for a Trainee Financial Planning Administrator to start a rewarding career. This role involves supporting advisers with administrative tasks, preparing client documents, and learning the fundamentals of financial planning. The firm offers fully funded qualifications and a structured development path. Ideal candidates are detail-oriented, have strong communication skills, and a genuine interest in financial planning. Join a team that invests in your growth and offers a supportive environment.