Location
BLACKBURN
Salary £24000 - £30000 TypePermanent WorkplaceOn-Site Ref89848
Recruiter Managing This Role
Financial Planning Administration
Location: Blackburn
Salary & Benefits: up to £30,000, with study support and career progression
About the Role:
We are looking for a motivated individual to join a dynamic financial planning team as an apprentice in administration. You will gain hands-on experience supporting financial advisers, working on client portfolios, processing new and ongoing work, completing valuations, and ensuring compliance. The role provides a full introduction to pensions, investments, and protection, while offering structured study support and career progression opportunities.
Key Responsibilities:
1. Respond to client queries with guidance from your manager
2. Assist advisers with client portfolio administration
3. Complete valuations and workflow tasks accurately and on time
4. Create new client records, run risk assessments, and liaise with providers
5. Process client transactions, including trading funds
6. Attend in-office meetings and assist with wider Financial Planning team duties
Requirements:
7. GCSEs with Grade 5 or above in English and Maths (or equivalent)
8. Working towards relevant A-levels, BTECs, or similar is desirable
9. Strong communication and organisational skills
10. Passionate about client service and able to work well under pressure
11. Motivated, proactive, and a positive team player
12. Familiarity with Microsoft Office or similar software