Trainee Financial Planning Administrator
| Posting date: | 09 December 2025 |
|---|---|
| Salary: | £28,000.00 to £32,000.00 per year |
| Hours: | Full time |
| Closing date: | 08 January 2026 |
| Location: | Liverpool, Merseyside, l1 0af |
| Remote working: | On-site only |
| Company: | Search Consultancy LTD |
| Job type: | Permanent |
| Job reference: | Req/676592_1765294914 |
Summary
Trainee Financial Planning Administrator
- Location: Liverpool, Merseyside
- Salary: £28,000 - £32,000 + Excellent Benefits
- Hours: Full-Time, Monday to Friday, 9:30am - 5pm
- Contract: Permanent
- Holidays: 25 days + bank holidays
About the Role:
An exciting opportunity has arisen for a Trainee Financial Planning Administrator to join a rapidly growing Independent Financial Advisory (IFA) firm in Liverpool. This entry-level role is perfect for individuals looking to build a career in financial services, where you will receive comprehensive training and support to develop your skills within the wealth management industry with opportunities for progression within the firm.
As a Trainee IFA Administrator, you will play a key role in supporting a team of financial advisors, ensuring smooth administrative operations and providing exceptional service to clients. This is a fantastic opportunity to gain valuable industry experience while working towards becoming a fully qualified professional in financial administration.
About You:
We are looking for a motivated and detail-oriented individual who is eager to learn and grow within the financial services sector. The ideal candidate will have:
- A keen interest in financial services and wealth management.
- Excellent organisational skills, with the ability to manage multiple tasks simultaneously.
- Strong communication skills, both written and verbal, and a friendly, professional approach to dealing with clients.
- Attention to detail and a desire to maintain high standards of accuracy and compliance.
- Basic IT skills, with proficiency in Microsoft Office (Excel, Word, Outlook).
- Previous experience and transferrable skills within a similar supportive role with financial services or a relatable professional services role (insurance, legal etc.)
- Recent graduates with a willingness to learn and develop, with an interest in pursuing further qualifications in financial services.
If this is a role that you would be interested in applying for then please email your CV to adam.molyneux@search.co.uk
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.