Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme

Bourne End – Buckinghamshire

Salary: up to £26000 DOE


Are you a recent graduate (or equivalent) and looking to kick start your career within Financial Planning?

Perhaps you have gained experience within other areas of financial services, and are now keen to develop wealth management knowledge and build a career within financial planning?

Our client is looking for a Trainee Administrator to join their business, and build experience to provide first-class support to our growing client bank


The company:

An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.

This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.


The role/Requirements:

This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.


Duties will include:

  • Collating client information
  • Processing Investment Platform administration
  • Undertaking research
  • Producing client illustrations
  • Helping manage the advice process through to completion.


This role would suit anyone who has an interest in the financial services industry, would like to develop and gain good technical knowledge and is willing to train on various investment platforms and other financial services systems


  • Fantastic training and development from highly experienced individuals
  • Opportunity to work as part of a close team, and therefore gain really thorough and varied exposure to all aspects of financial planning.
  • A great office environment at their Bourne End premises with ample parking
  • A salary of up to £26,000 depending on skills/experience
  • A holiday entitlement of 24 days plus bank holidays
  • A pension scheme with enhanced employer contributions
  • Contributions towards training and development – full exam support and development opportunities and progression within the business.


If this role sounds like the right fit for you then please apply.