Trainee Financial Planning Administrator

Search Consultancy; Liverpool; On-site; GBP 28,000 - 32,000; Full time

Job summary

A rapidly growing Independent Financial Advisory firm in Liverpool is seeking a Trainee Financial Planning Administrator. This entry-level position offers comprehensive training and support within the wealth management industry. The ideal candidate is motivated, detail-oriented, and has a keen interest in financial services. Responsibilities include supporting financial advisors, managing administrative operations, and providing excellent service to clients. This role is perfect for recent graduates looking to develop their careers in financial services.

Benefits

25 days holidays + bank holidays

Excellent benefits

Qualifications

• Motivated and detail-oriented individual eager to grow in the financial services sector.
• Strong communication skills with a professional approach to clients.
• Previous experience in a supportive role in financial services or related fields.

Responsibilities

• Support a team of financial advisors and ensure smooth administrative operations.
• Provide exceptional service to clients.
• Gain valuable industry experience while working towards qualification.

Skills

Interest in financial services

Organisational skills

Communication skills

Attention to detail

Basic IT skills

Willingness to learn

Education

Recent graduate with interest in further qualifications

Tools

Microsoft Office (Excel, Word, Outlook)

Job description

Trainee Financial Planning Administrator

• Location: Liverpool, Merseyside
• Salary: £28,000 - £32,000 + Excellent Benefits
• Hours: Full-Time, Monday to Friday, 9:30am - 5pm
• Contract: Permanent
• Holidays: 25 days + bank holidays

About the Role:

An exciting opportunity has arisen for a Trainee Financial Planning Administrator to join a rapidly growing Independent Financial Advisory (IFA) firm in Liverpool. This entry-level role is perfect for individuals looking to build a career in financial services, where you will receive comprehensive training and support to develop your skills within the wealth management industry with opportunities for progression within the firm.

As a Trainee IFA Administrator, you will play a key role in supporting a team of financial advisors, ensuring smooth administrative operations and providing exceptional service to clients. This is a fantastic opportunity to gain valuable industry experience while working towards becoming a fully qualified professional in financial administration.

About You:

We are looking for a motivated and detail-oriented individual who is eager to learn and grow within the financial services sector. The ideal candidate will have:

• A keen interest in financial services and wealth management.
• Excellent organisational skills, with the ability to manage multiple tasks simultaneously.
• Strong communication skills, both written and verbal, and a friendly, professional approach to dealing with clients.
• Attention to detail and a desire to maintain high standards of accuracy and compliance.
• Basic IT skills, with proficiency in Microsoft Office (Excel, Word, Outlook).
• Previous experience and transferrable skills within a similar supportive role with financial services or a relatable professional services role (insurance, legal etc.)
• Recent graduates with a willingness to learn and develop, with an interest in pursuing further qualifications in financial services.

If this is a role that you would be interested in applying for then please email your CV to [e-mail]

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.