Trainee Financial Administrator
Location: Barnet, North London
Salary: £25,000 - £30,000 + Benefits
Full‑Time Permanent
Start Your Career in Financial Services
A fantastic opportunity has arisen for a Trainee Financial Administrator to join a successful and growing Independent Financial Adviser (IFA) practice in Barnet.
This role is ideal for a recent graduate, school leaver, or someone looking to begin a career in financial planning. Full training will be provided, alongside study support toward professional qualifications.
Key Responsibilities
- Providing administrative support to the Adviser and Paraplanner
- Processing new business applications
- Preparing client documentation and review packs
- Updating and maintaining client records
- Liaising with clients, providers, and platforms
- Assisting with onboarding new clients
- Managing correspondence and diary scheduling
- Supporting the day‑to‑day running of the office
About You
- Strong communication and interpersonal skills
- Excellent attention to detail
- Good organisational and time‑management abilities
- Proficient in Microsoft Office
- Positive attitude and willingness to learn
- Interest in financial services and wealth management
- Previous office experience is beneficial but not essential
What’s on Offer?
- Salary £25,000 - £30,000
- Full training provided
- Study support toward the CII Diploma in Financial Planning
- Mentoring from experienced financial planning professionals
- Clear career path into Financial Administration, Paraplanning, and Financial Advice
- Supportive and collaborative team environment
Career Development
This role is designed for individuals who want to build a long‑term career within financial planning. The firm is committed to investing in its people and will provide structured development opportunities, professional qualifications, and ongoing support to help you progress within the business.
If you’re looking for your first step into the financial planning profession and want to join a firm that values development and progression, we’d love to hear from you.
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