Trainee Financial Services Administrator
Hours: Full Time, 8.30am - 4.30pm Monday - Friday
Location: West Bridgford, Nottingham (NG2)
Salary: £25,000 + benefits
We are recruiting a Trainee Financial Services Administrator to join our team. This role offers a fantastic opportunity to develop your career within a supportive environment and study towards a Level 4 Diploma in Regulated Financial Services through a Higher‑Level Apprenticeship.
Role Responsibilities
* Day‑to‑day administration and client support, learning how a financial planning business operates.
* Dealing with enquiries confidently and effectively with clients, providers and third parties (phone, email, or in person).
* Preparing all documentation ahead of client review meetings, producing and collating key data, providing illustrations, projections and valuations to ensure Advisers are fully prepared.
* Ensuring all files are completed post‑review meeting and all client details are up to date.
* Maintaining accurate client records on Salesforce and updating workflows and management information.
* Assisting with business processing and administration, submitting and progressing post‑review actions such as fund switches, withdrawals, drawdowns and changes to contribution portfolios.
* Working closely with Advisers to support client relationships.
Candidate Profile
* Recent graduate or A Level/School/College leaver with a genuine interest in wealth management.
* Proactive, self‑motivated and able to demonstrate attention to detail and an organised approach.
* Broad experience of Microsoft Office (Outlook, Excel, Word) and some previous professional office experience.
Applicants who are enthusiastic and willing to take the next step in their career are encouraged to apply. Background checks will be carried out for successful candidates.
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