Plus: Study Support + Excellent Benefits + Hybrid Working

Join a well-established independent financial advice firm renowned for delivering exceptional service in Pensions, Investments, Retirement Planning, Tax Planning, Inheritance Tax (IHT), Trusts, Mortgages, and Protection. With ambitious plans for organic growth, our client is seeking a new trainee Financial Administrator to enhance their client-facing operations. If you aspire to join an entrepreneurial and forward-thinking business, this is the perfect opportunity for you.

Role Overview - Trainee Financial Administrator:

• Support IFAs and Mortgage Advisers in preparing client files and records.
• Prepare reports and correspondence for Advisers and Paraplanners.
• Onboard new clients by entering their information into the system.
• Liaise with third parties to gather information on clients’ existing policies.
• Attend client meetings to assist with communications.
• Serve as the first point of contact for all client inquiries.

Key Requirements:

• Familiarity with Microsoft Office is highly advantageous.
• Strong organisational skills and a dedicated work ethic.
• A proactive approach to learning and development.

This role is ideal for candidates/ a Financial Administrator at the early stages of their career, whether you have foundational knowledge of the Private Client Wealth Management sector, experience in an FCA-regulated environment, or office administration experience of six months or more. The firm is experiencing significant growth due to positive referrals, providing ample opportunities for a fulfilling career.

The position offers a competitive salary ranging from £24,000 to £26,000, based on experience, along with a comprehensive benefits package. Initially, the role will be office-based, with the option for hybrid working available upon successful completion of your probation period.

If this Financial Administrator position interests you, or if you would like to explore other opportunities, please reach out to Laura McKendry at Financial Divisions for further details.