Trainee Financial Planning Professional

4 hours ago


Warrington, Warrington, United Kingdom mbf Full time

mbf, a boutique firm of Chartered Financial Planners, is recruiting a Graduate Trainee Financial Planning Administrator to join their growing team near Warrington. This role offers an exciting pathway into a rewarding career in financial planning, with opportunities for growth and professional development.

As a Graduate Trainee Financial Planning Administrator, you will be responsible for 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 estimated salary for this position is £20,250 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 a supportive team environment with a focus on internal progression.



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