Trainee Financial Planning Administrator
Location: Liverpool, Merseyside
Salary: £28,000 - £32,000 + Excellent Benefits
Hours: Full-Time, Monday to Friday, 9:30am - 5pm
Contract: Permanent
Holidays: 25 days + bank holidays
About the Role:
An exciting opportunity has arisen for a Trainee Financial Planning Administrator to join a rapidly growing Independent Financial Advisory (IFA) firm in Liverpool. This entry-level role is perfect for individuals looking to build a career in financial services, where you will receive comprehensive training and support to develop your skills within the wealth management industry with opportunities for progression within the firm.
As a Trainee IFA Administrator, you will play a key role in supporting a team of financial advisors, ensuring smooth administrative operations and providing exceptional service to clients. This is a fantastic opportunity to gain valuable industry experience while working towards becoming a fully qualified professional in financial administration.
About You:
We are looking for a motivated and detail-oriented individual who is eager to learn and grow within the financial services sector. The ideal candidate will have:
A keen interest in financial services and wealth management.
Excellent organisational skills, with the ability to manage multiple tasks simultaneously.
Strong communication skills, both written and verbal, and a friendly, professional approach to dealing with clients.
Attention to detail and a desire to maintain high standards of accuracy and compliance.
Basic IT skills, with proficiency in Microsoft Office (Excel, Word, Outlook).
Previous experience and transferrable skills within a similar supportive role with financial services or a relatable professional services role (insurance, legal etc.)
Recent graduates with a willingness to learn and develop, with an interest in pursuing further qualifications in financial services.If this is a role that you would be interested in applying for then please email your CV to
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