Trainee Wealth 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

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.