Trainee Financial Planning Administrator

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

Overview

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
• A genuine interest in financial planning
• A positive mindset and willingness to learn
• Comfort with Microsoft Office (Salesforce training provided)
• Some admin experience helps, but attitude is what matters

The pathway ahead

• Level 4 Diploma fully funded
• Structured development into paraplanning
• Opportunity to progress into advising if that's where you want to go
• Regular check ins and coaching tailored to your goals

If you want a role where learning is constant, your work actually matters, and your future is taken seriously, this could be exactly the place to start