Graduate Trainee Financial Planner Position

8 hours ago


Warrington, Warrington, United Kingdom mbf Full time

We are seeking a highly motivated Graduate Trainee Financial Planning Administrator to join our team at mbf, a boutique firm of Chartered Financial Planners near Warrington. This is an excellent entry point into the financial services sector, offering comprehensive training and opportunities for growth.

As a Graduate Trainee Financial Planning Administrator, you will assist with tasks such as preparing annual review packs, processing new business applications, and providing administrative support. You will also have the opportunity to work towards becoming a Paraplanner or even a Financial Planner.

The salary for this position is £22,500 per annum, which is within the range of £18,000 to £26,000. The benefits package includes pension, death-in-service cover, cash plan, 25 days holiday, and full exam support. We offer flexible working arrangements, with up to 2 days per week spent working from home.



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