Trainee Financial Services Administrator

  • Location


  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £18000 - £22000 per annum + Benefits + Bonus

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    11 days ago

  • Expiry date:


  • Consultant:

    David Everingham

Trainee Financial Planning Administrator - Bolton - Salary to £22,000 plus Benefits and Bonus

We are currently working with an well-established financial planning business with offices in Bolton to recruit for a Junior Financial Planning Administrator to join their team. This is an entry level role so candidates do not require previous experience in the industry although you will ideally be able to prove that you have an interest in Financial Services.

Due to ongoing expansion over the past couple of years and the promotion of an internal candidate, the firm now requires a professional, well-spoken and educated individual to support their experienced Administrators.

Full training will be provided on the job but ideally candidates will have a few month's experience working in a professional office environment.

Key tasks and responsibilities within this role will include:

  • Liaising with clients and third parties
  • Maintaining records and databases
  • Preparing letters
  • Post AM and PM
  • Completing forms (both paper-based and electronic)
  • Preparing review packs for client meetings
  • Answering calls
  • Obtaining details of client holdings

Essential requirements

  • Strong academic background - minimum GCSE grade C in Maths and English or equivalent
  • Confident IT skills with MS Office including Word, Excel and Outlook
  • Excellent time management and organisation skills
  • Good attention to detail
  • Willingness to learn and take on ad hoc tasks as and when required
  • Previous experience in administration or working in an office environment is desirable but may not be essential.. Graduates with the right attitude also considered.

On Offer:

  • Salary of up to £22,000
  • Great company benefits package
  • Company bonuses and profit share scheme
  • This is an exceptional opportunity to join a highly regarded wealth management business that will allow you to progress your career.
  • You will also be supported and actively encouraged to undertake financial planning qualifications.