Graduate Financial Planning Administrator

Graduate Trainee Financial Planning Administrator
Location: Near Warrington
Salary: £18,000 - £26,000 + Benefits

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.
• Process new business applications and handle fund switches.
• Liaise with providers and clients to schedule meetings and manage inquiries.
• Take inbound calls and provide outstanding administrative support.
• Assist with other administrative tasks as required to ensure smooth operations.

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.

• Education: A degree, ideally with an interest in financial services.
• Experience: Previous administrative experience in any sector is desirable.
• Skills: Strong organisational skills, attention to detail, and excellent communication abilities.
• Ambition: A proactive attitude and a genuine interest in building a career in financial planning.
• Transport: Due to the location of the offices, candidates must have the ability to commute without public transport.

• Salary: £18,000 - £26,000, based on experience.
• Benefits: Pension, death-in-service cover, cash plan, 25 days holiday (plus bank holidays), full exam support, and study leave.
• Culture: A supportive team environment with a focus on internal progression.

This role offers an exciting pathway into a rewarding career with a firm that values professional development and growth.

How to Apply
If this sounds like the role for you, we’d love to hear from you! Please contact us to discuss the position further and submit your application.