Trainee Financial Planning Administrator

Trainee Financial Planning Administrator - York Basic salary circa £27,000 per annum Full-time, PermanentOverviewWe 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 ResponsibilitiesProvide administrative support to Financial Planners and ParaplannersPrepare client documentation, suitability reports, and meeting packsMaintain and update client records using CRM systemsLiaise with providers, clients, and third parties to gather informationProcess new business applications, withdrawals, and policy servicing tasksEnsure all work complies with FCA regulations and internal compliance proceduresAssist with research tasks relating to investments, pensions, and protection productsHandle incoming enquiries via phone and email in a professional mannerEssential:Strong organisational and administrative skillsExcellent attention to detail and accuracyGood verbal and written communication skillsProficient in Microsoft Office (Word, Excel, Outlook)Desire to build a career in financial planningTraining and DevelopmentFull on-the-job training providedSupport towards industry recognised qualifications (e.g. CII Diploma in Financial Planning)Clear progression path towards roles such as Paraplanner or Financial AdvisorIdeal CandidateYou''ll be ..... full job details .....