Trainee Financial Planning Administrator - Graduate

ZipRecruiter; Taunton; On-site; GBP 20,000 - 25,000; Full time

Job summary

A growing Financial Planning firm in Somerset is seeking a graduate or school leaver for an office-based administrative role. This position offers comprehensive training and exam support to transition into paraplanning and financial planning, requiring strong communication skills and a positive, learning-oriented attitude. Join a supportive team assisting financial advisors and learning about the financial planning process in a dynamic environment.

Qualifications

• Some office or work experience preferred.
• Open to developing a career in financial planning.
• Positive attitude and willingness to learn.

Responsibilities

• Providing comprehensive administrative support to the Financial Planning and paraplanning team.
• Responding to advisor/client queries promptly.
• Processing new business from submission to completion.

Skills

Customer service

Written communication

Verbal communication

Education

Graduate or school leaver

Job description

Job Description

• Career in financial advice
• Graduate or school leaver
• Development

Do you want to get into financial planning but have no experience? This might be a great opportunity. Our client is looking to hire a graduate or school leaver who wants to build a career in financial advice. This is a chance to join a growing Financial Planning firm based in Somerset. The role involves providing comprehensive administrative support to the Financial Planning and paraplanning team. Full training and future exam support will be offered to help you become a paraplanner and financial planner if interested. The admin team works in a pod system supporting around 10 financial advisors and 4 paraplanners, helping you get to know clients, financial planning products, and providers. This is a varied and busy position requiring the successful candidate to provide a full range of administrative support. The role is office-based, so candidates need to be Somerset-based. Once trained, responsibilities include:

• Responding promptly to advisor/client queries.
• Obtaining information, planning valuations, key features, and illustrations required by advisers to research clients’ needs prior to recommendations.
• Processing new business from submission to completion, adhering to service standards and operational procedures.
• Maintaining compliant client records on the back-office system.
• Scanning and saving all documents in line with file structure standards.
• Maintaining review dates for periodic assessments of suitability.
• Carrying out client administration following compliance guidance and department procedures.
• Increasing your technical knowledge.
• Assisting with administrative duties as required.

An ideal candidate will have some office or work experience, excellent customer service, and strong written and verbal communication skills. Be open to developing a career in financial planning, have a positive attitude, and a willingness to learn.