Trainee Financial Planning Administrator

Location: City

Trainee Financial Planning Administrator
Location: Manchester
Salary: £25,000 - £30,000 + bonuses (last year 8% of salary, paid half-yearly)
Working Pattern: 1 day WFH, remaining days in office

Start your financial planning career with a team that invests in you.

If you're hungry to learn, curious about how financial advice really works, and want a career with long term progression, this is your entry point.

You'll begin in administration, learn how an SJP Practice runs, build technical knowledge, and start working toward your qualifications. With time, you'll grow into paraplanning and, if you choose, move toward becoming a fully-fledged Adviser.

And yes - all exams fully funded.
Materials, fees, study support. The lot.

What you'll be doing

• Supporting advisers and paraplanners with day to day admin
• Preparing client documents, reports, and meeting packs
• Keeping client records accurate and up to date
• Learning the technical foundations of financial planning
• Handling applications and communicating with providers
• Updating the CRM (Salesforce) and helping the team run smoothly
• Building confidence on the phone with clients

What you'll bring

• A sharp eye for detail and an organised approach
• Strong communication skills
• A genuine interest in financial planning
• A positive mindset and willingness to learn
• Comfort with Microsoft Office (Salesforce training provided)
• Some admin experience helps, but attitude is what matters

And the pathway ahead?

• Level 4 Diploma fully funded
• Structured development into paraplanning
• Opportunity to progress into advising if that's where you want to go
• Regular check ins and coaching tailored to your goals

If you want a role where learning is constant, your work actually matters, and your future is taken seriously, this could be exactly the place to start.