Trainee Financial Planning Administrator - Wealth Management Path

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

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.