logo for NJR Recruitment

Trainee Financial Services Administrator - City, Manchester, United Kingdom, M1


NJR are currently working with a National Financial Planning firm in their offices based in North Yorkshire who are currently looking to recruit a Trainee Financial Services Administrator to join their expanding team.

Our Client is looking for someone ambitious that is highly motivated and enjoys the challenge of a diverse role whilst having an eye for detail. It is also essential that the successful candidate is a team player, committed to the company, has a flexible and thorough approach with the ability to priorities their work.

Working alongside the financial advisors, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry.


  • Assist in the admin duties in the day to day running of the practice
  • Processing New Business
  • Creating Valuations and Illustrations
  • Request and collate scheme information from third party providers
  • Be the first point of contact for client/provider queries
  • Process financial/business documentation and forms
  • Help maintain client relationships


  • 22 days holiday + bank holidays
  • Option to buy more holidays
  • Profit Share Scheme
  • Healthcare Scheme
  • Study support
  • Onsite parking
  • Flexible Hours

This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice.

The ideal candidate will need to have previous experience working as an Administrator, or a Graduate looking to pursue a career in financial planning.

For more information please contact one of our specialist consultants and quote job reference NJR8594