Trainee Financial Planning Administrator

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

Job summary

A financial advisory firm in Manchester is seeking a Trainee Financial Planning Administrator to support advisers and paraplanners with daily tasks. This role offers an entry point into a financial planning career, with training, qualifications fully funded, and the chance to grow into paraplanning or advisory roles. The ideal candidate will exhibit strong communication skills and attention to detail, ready to learn within a supportive team environment.

Benefits

Bonuses

Fully funded qualifications

Study support

Qualifications

• Sharp eye for detail and organized approach.
• Strong communication skills.

Responsibilities

• Supporting advisers and paraplanners with day to day admin.
• Preparing client documents, reports, and meeting packs.
• Keeping client records accurate and up to date.
• Learning the technical foundations of financial planning.
• Handling applications and communicating with providers.
• Updating the CRM and aiding the team.

Skills

Strong communication skills

Attention to detail

Organizational skills

Tools

Salesforce

Job description

Trainee Financial Planning Administrator

Location: Manchester

Salary: £25,000 - £30,000 + bonuses (last year 8% of salary, paid half-yearly)

Working Pattern: 1 day WFH, remaining days in office

Start your financial planning career with a team that invests in you.

If you're hungry to learn, curious about how financial advice really works, and want a career with long term progression, this is your entry point. You'll begin in administration, learn how an SJP Practice runs, build technical knowledge, and start working toward your qualifications. With time, you'll grow into paraplanning and, if you choose, move toward becoming a fully‑fledged Adviser. And yes - all exams fully funded. Materials, fees, study support. The lot.

What you'll be doing

• Supporting advisers and paraplanners with day to day admin
• Preparing client documents, reports, and meeting packs
• Keeping client records accurate and up to date
• Learning the technical foundations of financial planning
• Handling applications and communicating with providers
• Updating the CRM (Salesforce) and helping the team run smoothly
• Building confidence on the phone with clients

What you'll bring

• A sharp eye for detail and an organised approach
• Strong communication skills
• ...