Job Description
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.
The Role
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.
Why This Role?