Administrator/Trainee Financial Planner
Salary: £30,000 – £35,000
Location: Melton, Suffolk
Working Arrangements: Office based


Swarm Recruitment is working with a highly regarded, purpose-led financial planning firm to recruit an Administrator/Trainee Financial Planner to join their growing team in Suffolk. This is a fantastic opportunity for someone already working within financial planning or a similar role, who is looking to progress into a trainee advisory role within a supportive, values-driven business.


About Our Client
Our client is a well-established financial planning business with a strong reputation for delivering high-quality, values-led financial advice. The firm is experiencing continued growth across multiple specialist divisions and is recognised for its commitment to client care and professional excellence.
They are an award-recognised business, having recently been shortlisted for Small Financial Firm of the Year 2025 and consistently rated as a Top Rated Firm by clients, with multiple advisers individually recognised for excellence.


Salary & Benefits
*Competitive salary of £30,000 – £35,000
*25 days holiday plus bank holidays
*Pension and death-in-service benefits
*Private Medical Insurance
*Cycle to Work scheme
*Support with further qualifications
*Company performance-related award bonus scheme
*Participation in a company share options scheme
*Increased flexible working arrangements after successful completion of probation period
*Full training and development programme, including support towards the Level 4 Diploma in Financial Planning
*All exams paid for, with dedicated study leave provided
*Access to market-leading systems, technology and full training


Experience & Skills Required
*Minimum of 12 months experience within the financial services industry or a similar role
*Strong communication skills, both written and verbal
*Excellent attention to detail and organisational skills
*A genuine interest in people and long-term relationship building
*Positive, proactive and values-driven
*Strong IT skills and confidence using financial planning technology


Working Week
*Monday to Friday
*9am-5pm
*Opportunity to move to a hybrid working arrangement following a period of service


About the Role
As an Administrator/Trainee Financial Planner, you will play a key role in supporting advisers and the wider financial planning team while developing the skills and experience required to progress into a client-facing planning role.
The position offers a balanced mix of administration, paraplanning support and client interaction, giving you hands-on exposure to the full financial planning process. You’ll work closely with senior team members to support ongoing client relationships, assist with the delivery of high-quality service, and build your technical knowledge through structured training, mentoring and support towards professional qualifications.


Key Responsibilities
*Building strong, long-term relationships with clients under the guidance of senior team members
*Assisting in the delivery of an engaging and high-quality ongoing service to clients, learning how to understand and respond to their individual needs
*Supporting the financial planning team with administration and paraplanning tasks, ensuring efficient processes and smooth handovers
*Collaborating closely with advisers and colleagues, learning best practices and contributing to the delivery of high-quality financial advice
*Supporting the ongoing financial planning process, including client reviews and service updates
*Undertaking continuous professional development (CPD) to ensure skills, knowledge, and understanding remain up to date with industry trends and best practice
*Assisting in the development of professional referral relationships, gaining exposure to networking and relationship management across multiple disciplines


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