Trainee Financial Planning Administrator
5 days ago
Overview Trainee Financial Planning Administrator Location: Manchester Salary: £25,000 - £30,000 + bonuses (last year 8% of salary, paid half-yearly) Working Pattern: 1 day WFH, remaining days in office Start your financial planning career with a team that invests in you. If you're hungry to learn, curious about how financial advice really works, and want a career with long term progression, this is your entry point. You'll begin in administration, learn how an SJP Practice runs, build technical knowledge, and start working toward your qualifications. With time, you'll grow into paraplanning and, if you choose, move toward becoming a fully-fledged Adviser. And yes - all exams fully funded. Materials, fees, study support. The lot. What you'll be doing Supporting advisers and paraplanners with day to day admin Preparing client documents, reports, and meeting packs Keeping client records accurate and up to date Learning the technical foundations of financial planning Handling applications and communicating with providers Updating the CRM (Salesforce) and helping the team run smoothly Building confidence on the phone with clients What you'll bring A sharp eye for detail and an organised approach Strong communication skills A genuine interest in financial planning A positive mindset and willingness to learn Comfort with Microsoft Office (Salesforce training provided) Some admin experience helps, but attitude is what matters The pathway ahead Level 4 Diploma fully funded Structured development into paraplanning Opportunity to progress into advising if that's where you want to go Regular check ins and coaching tailored to your goals If you want a role where learning is constant, your work actually matters, and your future is taken seriously, this could be exactly the place to start #J-18808-Ljbffr
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Trainee Financial Planning Administrator
5 days ago
Manchester, United Kingdom Ellis James Partners Limited Full timeTrainee Financial Planning Administrator Location : Manchester Salary : £25,000 - £30,000 + bonuses (last year 8% of salary, paid half-yearly) Working Pattern : 1 day WFH, remaining days in office Start your financial planning career with a team that invests in you. If you're hungry to learn, curious about how financial advice really works, and want a...
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Trainee Financial Planning Administrator
1 week ago
Manchester, United Kingdom Ellis James Partners Ltd Full timeTrainee Financial Planning Administrator Location: Manchester Salary: £25,000 - £30,000 + bonuses (last year 8% of salary, paid half-yearly) Working Pattern: 1 day WFH, remaining days in office Start your financial planning career with a team that invests in you. If you're hungry to learn, curious about how financial advice really works, and...
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Junior Ifa Administrator
5 days ago
Manchester, United Kingdom Hilltop Financial Planning Full timeJoin our team at Hilltop Financial Planning and develop your career in the financial advisory sector. As a Junior IFA Administrator you will have the opportunity to contribute to our client’s financial well-being while working in a supportive and growth-oriented environment. Hilltop Financial Planning is a modern and forward-thinking financial advisory...
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Trainee Financial Planning Admin
5 days ago
Manchester, United Kingdom Ellis James Partners Limited Full timeA financial planning firm in Manchester is looking for a Trainee Financial Planning Administrator. This role offers an excellent entry point into a financial planning career, providing you with the foundation in administration needed to grow toward a financial adviser position. You will learn about financial advice processes, support advisers, and gain...
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Financial Planning Administrator
5 days ago
Manchester, United Kingdom Cooper Parry Full time**About the role...**: - Are you an experienced Financial Planning Administrator looking for your next challenge and an opportunity to further build on your career into Senior Administration or Paraplanning? Do you love working collaboratively and have found a passion for Wealth Management? Our Wealth team are continuing to grow and have expanded to...
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Financial Planning Administrator
7 days ago
Manchester, United Kingdom Cooper Parry Full timeAbout the role...Are you an experienced Financial Planning Administrator looking for your next challenge and an opportunity to further build on your career into Senior Administration or Paraplanning Do you love working collaboratively and have found a passion for Wealth ManagementOur Wealth team are continuing to grow and have expanded to Manchester and were...
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Financial Advisor
3 days ago
Manchester, United Kingdom Quilter Financial Planning Full timeGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Quilter Financial Planning.If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent...
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Financial Advisor
2 weeks ago
Manchester, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Financial Advisor
22 hours ago
Manchester, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Financial Advisor
2 weeks ago
Manchester, United Kingdom Quilter Financial Planning Full timeJob Description** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in...
