Trainee Financial Planning Administrator

Trainee Financial Planning Administrator Bury Area Onsite parking Around £26,500 + Exam Support An exciting opportunity has arisen for an enthusiastic and motivated graduate to join a growing financial services firm as a Trainee IFA Administrator. Based at Head Office in a beautiful ara just outside of Bury Town Centre, this is the perfect entry point for someone looking to build a long-term career within wealth management, with clear progression and full support towards professional qualifications.The RoleYou will provide essential administrative support to Advisers and Paraplanners, helping to ensure a smooth and efficient client journey. This is a varied, hands-on role where you will gain valuable industry experience while developing your technical knowledge. As part of the role, you will receive full support to complete your CII qualifications, including funded exams and access to industry-leading learning resources.Key Responsibilities1. Provide pre-sales administrative support, including preparation of engagement letters and client documentation 2. Issue Letters of Authority and gather client information from providers 3. Obtain valuations, quotes, and application forms as required 4. Prepare client files and support advisers ahead of meetings 5. Maintain and update back-office systems and client records 6. Manage adviser diaries, meetings, and work schedules 7. Assist with client communications, including newsletters and updates 8. Handle incoming calls and respond to ..... full job details .....