Full job descriptionTrainee 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.