Trainee Financial Planning Administrator

SecsintheCity; United Kingdom; On-site; GBP 28,000 - 32,000; Full time

Job summary

A growing financial advisory firm in Liverpool is seeking a Trainee Financial Planning Administrator. This entry-level role offers training and development opportunities within the financial services sector. Responsibilities include supporting financial advisors, managing administrative tasks, and ensuring excellent client service. Ideal candidates will have a keen interest in finance, strong organizational skills, and basic IT proficiency. This role is perfect for recent graduates looking to build a promising career in financial administration.

Benefits

Excellent benefits

25 days holidays + bank holidays

Responsibilities

• Support financial advisors with administrative operations.
• Provide exceptional client service.
• Gain industry experience towards becoming qualified.

Skills

Interest in financial services

Organizational skills

Communication skills

Attention to detail

Basic IT skills

Education

Recent graduates

Tools

Microsoft Office

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 (url removed)

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