Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support advisers with admin tasks and learn the ropes of financial planning.
- Company: Join a supportive team in Manchester focused on your growth.
- Benefits: Competitive salary, bonuses, and fully funded qualifications.
- Why this job: Kickstart your finance career with real impact and endless learning opportunities.
- Qualifications: Detail-oriented, strong communicator, and eager to learn about financial planning.
- Other info: Structured development path with regular coaching and progression opportunities.
The predicted salary is between 25000 - 30000 £ per year.
Location: Manchester
Salary: £25,000 - £30,000 + bonuses (last year 8% of salary, paid half-yearly)
Working Pattern: 1 day WFH, remaining days in office
Start your financial planning career with a team that invests in you. If you’re hungry to learn, curious about how financial advice really works, and want a career with long term progression, this is your entry point. You’ll begin in administration, learn how an SJP Practice runs, build technical knowledge, and start working toward your qualifications. With time, you’ll grow into paraplanning and, if you choose, move toward becoming a fully-fledged Adviser. And yes - all exams fully funded. Materials, fees, study support. The lot.
What you’ll be doing:
- Supporting advisers and paraplanners with day to day admin
- Preparing client documents, reports, and meeting packs
- Keeping client records accurate and up to date
- Learning the technical foundations of financial planning
- Handling applications and communicating with providers
- Updating the CRM (Salesforce) and helping the team run smoothly
- Building confidence on the phone with clients
What you’ll bring:
- A sharp eye for detail and an organised approach
- Strong communication skills
- A genuine interest in financial planning
- A positive mindset and willingness to learn
- Comfort with Microsoft Office (Salesforce training provided)
- Some admin experience helps, but attitude is what matters
And the pathway ahead?
- Level 4 Diploma fully funded
- Structured development into paraplanning
- Opportunity to progress into advising if that’s where you want to go
- Regular check ins and coaching tailored to your goals
If you want a role where learning is constant, your work actually matters, and your future is taken seriously, this could be exactly the place to start.
Trainee IFA Administrator in Manchester employer: Ellis James Partners
Contact Detail:
Ellis James Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee IFA Administrator in Manchester
✨Tip Number 1
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. We can’t stress enough how valuable personal connections can be in landing that dream role.
✨Tip Number 2
Prepare for the interview by researching the company and its values. We want you to show genuine interest in financial planning, so think about how your goals align with theirs.
✨Tip Number 3
Practice your communication skills! Since you'll be handling client interactions, we suggest role-playing common scenarios with friends or family to build your confidence.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Trainee IFA Administrator in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trainee IFA Administrator role. Highlight any admin experience, communication skills, and your interest in financial planning to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share why you're excited about starting a career in financial planning and how you align with our values. Keep it personal and genuine – we love to see your personality!
Show Off Your Attention to Detail: In this role, a sharp eye for detail is key. Make sure your application is free from typos and errors. A polished application shows us you’re organised and ready to take on the responsibilities of the job.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen to be part of the StudySmarter team!
How to prepare for a job interview at Ellis James Partners
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial planning and the role of a Trainee IFA Administrator. Brush up on key terms and concepts so you can confidently discuss how they relate to the job.
✨Show Your Enthusiasm
Let your passion for financial planning shine through! Talk about why you're interested in this career path and how eager you are to learn. Companies love candidates who are genuinely excited about the role.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows that you're engaged and serious about the position. You might ask about the training process or how success is measured in the role.
✨Practice Makes Perfect
Run through some common interview questions with a friend or family member. Practising your answers will help you feel more confident and articulate during the actual interview. Remember, it's all about showcasing your skills and attitude!
