Traniee Financial Planning Administrator
Bury Area ** Onsite parking
Around £26,500 + Exam Support
An exciting opportunity has arisen for an enthusiastic and motivated graduate to join a growing financial services firm as a Trainee IFA Administrator. Based at Head Office in a beautiful ara just outside of Bury Town Centre, this is the perfect entry point for someone looking to build a long-term career within wealth management, with clear progression and full support towards professional qualifications.
The Role
You will provide essential administrative support to Advisers and Paraplanners, helping to ensure a smooth and efficient client journey. This is a varied, hands-on role where you will gain valuable industry experience while developing your technical knowledge. As part of the role, you will receive full support to complete your CII qualifications, including funded exams and access to industry-leading learning resources.
Key Responsibilities
* Provide pre-sales administrative support, including preparation of engagement letters and client documentation
* Issue Letters of Authority and gather client information from providers
* Obtain valuations, quotes, and application forms as required
* Prepare client files and support advisers ahead of meetings
* Maintain and update back-office systems and client records
* Manage adviser diaries, meetings, and work schedules
* Assist with client communications, including newsletters and updates
* Handle incoming calls and respond to initial enquiries
* Meet and greet visitors and provide front-of-house support
* Carry out general administration, filing, and ad hoc tasks
About You
* Recent graduate with a strong interest in financial services
* Excellent attention to detail and organisational skills
* Strong communication skills, both written and verbal
* A positive, proactive attitude with a willingness to learn
* Able to manage tasks effectively and meet deadlines
* Comfortable working as part of a team in a busy environment
* Committed to studying towards professional qualifications (CII)
What’s on Offer
* Full support towards CII qualifications (including funded exams)
* Clear career progression within financial services
* 25 days holiday, increasing with service
* Pension scheme (3% employer / 4% employee)
* Death in Service (4x salary)
* Permanent Health Insurance (75% income protection)
* Supportive, friendly working environment
Why Apply?
This is a fantastic opportunity to kick-start your career in financial services with a firm that invests in your development and provides a clear pathway for progression.
Apply today via NJR Recruitment or call quoting the reference NJR16625
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.