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Trainee / Entry Level financial services administrator
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CP
02 Oct, 2026
Permanent
Junior Salesforce Administrator
Cooper Parry Derby, UK
About the role Are you a problem-solver who can proactively identify improvements? Are you organised and detail focused, able to manage competing priorities and work with business users at various levels? We are looking for a Junior Salesforce Administrator to support the ongoing configuration, maintenance and improvement of our Salesforce platform. This role is suited to someone with solid Salesforce administration experience who can manage day-to-day platform requests, support users, configure changes and contribute to continuous improvement. The successful candidate will be confident working with stakeholders, understanding business needs and delivering safe, well-tested Salesforce changes. This is not an entry-level role. We are looking for someone who can work independently on standard administration tasks and contribute to larger change initiatives with guidance from Architects and senior members of the team. You'll be getting involved with a range of tasks and...
BC
15 Sep, 2026
Permanent
Junior Paraplanner
Bell Cornwall Recruitment The Royal Town of Sutton Coldfield, Birmingham, UK
Junior Paraplanner Sutton Coldfield (Office based) £30,000 to 35,000 p/a depending on experience Bell Cornwall Recruitment are currently searching for an experienced Junior Paraplanner or an experienced administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with range of different 'products' from Pensions, Investments, Protection and more. What we're looking for This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice. You'll have: Essential: Previous experience working as a IFA Administrator within an Independent Financial Adviser (IFA) or financial planning firm....
RU
02 Oct, 2026
Permanent
Financial Advisor Trainee
Recruit UK London, UK
Job Title: Junior Financial Adviser Location: London (Hybrid) Reference Number: 10535 Recruit UK is partnering with a well-established wealth management firm that is expanding its adviser team in London. Are you looking to take the next step towards becoming a fully qualified Financial Planner? This is an excellent opportunity to join a highly respected wealth management firm offering a structured development pathway, hands-on client exposure and full support towards achieving Chartered status. With a salary of up to £38,000 , hybrid working (3 days in the London office) and a clear progression route into an advisory role, this position is ideal for someone who has completed Level 4 or is actively working towards the Diploma and is eager to build a long-term career in financial planning. Why Apply? Up to £38,000 basic salary Hybrid working with just 3 days per week in the London office Structured career pathway towards becoming a Financial...
TW
19 Sep, 2026
Permanent
Trainee Financial Planner - Wigan
Titan Wealth Holdings Limited Wigan, UK
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. This is a fantastic...
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