Trainee Financial Planning Administrator

Trainee Financial Planning Administrator - York

Basic salary circa £27,000 per annum

Full-time, Permanent

Overview

We are seeking a motivated and detail-oriented Trainee Financial Planning Administrator to join our growing financial services team in York. This is an excellent opportunity for someone looking to start a career in financial planning, with full training and professional development support provided.

Key Responsibilities

• Provide administrative support to Financial Planners and Paraplanners
• Prepare client documentation, suitability reports, and meeting packs
• Maintain and update client records using CRM systems
• Liaise with providers, clients, and third parties to gather information
• Process new business applications, withdrawals, and policy servicing tasks
• Ensure all work complies with FCA regulations and internal compliance procedures
• Assist with research tasks relating to investments, pensions, and protection products
• Handle incoming enquiries via phone and email in a professional manner

Essential:

• Strong organisational and administrative skills
• Excellent attention to detail and accuracy
• Good verbal and written communication skills
• Proficient in Microsoft Office (Word, Excel, Outlook)
• Desire to build a career in financial planning

Training & Development

• Full on-the-job training provided
• Support towards industry recognised qualifications (e.g. CII Diploma in Financial Planning)
• Clear progression path towards roles such as Paraplanner or Financial Advisor

Ideal Candidate

You'll be enthusiastic, eager to learn, and keen to develop a long-term career in financial planning. This role suits someone who is analytical, organised, and enjoys working in a structured client-focussed environment.