Financial Planning Administrator
2 days ago
Graduate Trainee Financial Planning Administrator Location: Near Warrington
Are you a recent graduate with a keen interest in financial services and a passion for delivering exceptional client support? We are recruiting on behalf of a boutique firm of Chartered Financial Planners based near Warrington. This highly regarded firm specialises in providing tailored financial planning solutions for high-net-worth (HNW) individuals and their families.
This is an excellent opportunity for a Graduate Trainee Financial Planning Administrator to join their growing team and build a successful career in financial planning.
As a Graduate Trainee Financial Planning Administrator, you will:
Prepare annual review packs for client meetings.
The company will provide full training and support in all aspects of the role, making this a fantastic entry point into the financial services sector.
Comprehensive Training : Gain confidence and skills with full training provided on all aspects of the role.
Career Development : Progress into Paraplanning or even become a Financial Planner, with opportunities for growth as the firm expands. The company anticipates needing an additional Financial Planner within 3-5 years.
Professional Support : Full exam support, study leave, and career development tailored to your pace and goals.
Flexible Working : Following training, enjoy hybrid working with up to 2 days per week from home.
A degree, ideally with an interest in financial services.
A proactive attitude and a genuine interest in building a career in financial planning.
Benefits : Pension, death-in-service cover, cash plan, 25 days holiday (plus bank holidays), full exam support, and study leave.
This role offers an exciting pathway into a rewarding career with a firm that values professional development and growth.
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