Job Description
BLACKBURN
Salary £24000 - £30000 TypePermanent WorkplaceOn-Site Ref89848Recruiter Managing This Role
Financial Planning Administration
Location: Blackburn
Salary & Benefits: up to £30,000, with study support and career progression
About the Role:
We are looking for a motivated individual to join a dynamic financial planning team as an apprentice in administration. You will gain hands-on experience supporting financial advisers, working on client portfolios, processing new and ongoing work, completing valuations, and ensuring compliance. The role provides a full introduction to pensions, investments, and protection, while offering structured study support and career progression opportunities.
Key Responsibilities:
Respond to client queries with guidance from your manager
Assist advisers with client portfolio administration
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