At a Glance
- Tasks: Support Financial Planners and handle client enquiries while training on the job.
- Company: Join Churchgates Ltd., a friendly and professional financial services firm.
- Benefits: All exam costs covered, study support, and hands-on training provided.
- Other info: Enjoy a supportive team environment in Bury St Edmunds.
- Why this job: Kickstart your career in finance with real-world experience and growth opportunities.
- Qualifications: Proactive attitude and willingness to learn; no prior experience required.
The predicted salary is between 19350 - 23650 £ per year.
Churchgates Ltd. is looking for a proactive Financial Planning Administration trainee to join our busy office in Bury St Edmunds.
You will train on the job while pursuing the CII Certificate in Financial Services, with all exam costs and study support provided.
Reporting to the Operations Manager, you will support Financial Planners, Mortgage Adviser and Paraplanners, handling enquiries, onboarding clients and preparing reports.
Full training and a friendly, professional culture are offered.
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Trainee Financial Planning Admin - Exam Support & Growth in Bury St Edmunds employer: Churchgates Ltd
Churchgates Ltd is an excellent employer, offering a supportive work culture that values professional growth and development. Located in the picturesque Bury St Edmunds, employees benefit from a comprehensive package that includes pension contributions and income protection, ensuring a rewarding and secure work environment. With a focus on collaboration and innovation, this dynamic legal team provides ample opportunities for meaningful contributions in the field of commercial property law.
