Trainee Financial Planning Admin - Exam Support & Growth

Churchgates Ltd. is looking for a proactive Financial Planning Administration trainee to join our busy office in Bury St Edmunds. You will train on the job while pursuing the CII Certificate in Financial Services, with all exam costs and study support provided.

Reporting to the Operations Manager, you will support Financial Planners, Mortgage Adviser and Paraplanners, handling enquiries, onboarding clients and preparing reports. Full training and a friendly, professional culture are offered.