Trainee Financial Planning Admin - Exam Support & Growth
Job in
Bury St Edmunds, Suffolk County, IP32, England, UK
Listed on 2026-08-08
Listing for:
Churchgates Ltd
Apprenticeship/Internship
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Financial Reporting
Job Description & How to Apply Below
Churchgates Ltd. is looking for a proactive Financial Planning Administration trainee to join our busy office in Bury St Edmunds. You will train on the job while pursuing the CII Certificate in Financial Services, with all exam costs and study support provided.
Reporting to the Operations Manager, you will support Financial Planners, Mortgage Adviser and Paraplanners, handling enquiries, onboarding clients and preparing reports. Full training and a friendly, professional culture are offered.
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