Trainee Client Services Administrator

Ortus PSR Ltd.; Bracknell; On-site; GBP 25,000; Full time

Job summary

A leading financial services firm in Bracknell is seeking a Trainee IFA Administrator to support Independent Financial Advisors. This entry-level role offers up to £25,000 with extensive training and room for career progression, set in a vibrant and supportive work environment.

Benefits

Career progression and full training

Supportive and inclusive work culture

25 days’ holiday, plus birthday leave

Qualifications

• Excellent organisational and time-management skills.
• Attention to detail and proficiency with Microsoft Office.
• Ability to thrive in a team setting.

Responsibilities

• Support Independent Financial Advisors with key administration tasks.
• Manage client documentation and ensure compliance.

Skills

Organisational skills

Time-management skills

Attention to detail

Proficiency with Microsoft Office

Eagerness to learn

Teamwork

Job description

Trainee IFA Administrator – Bracknell | Up to £25,000 | Office Based

Are you looking to begin your career in financial services? An exciting opportunity has opened for a Trainee IFA Administrator in Bracknell. This role is perfect for someone eager to learn and grow within a professional, client-focused environment.

What’s on Offer:

• Salary up to £25,000
• Career progression and full training
• Supportive and inclusive work culture
• 25 days’ holiday, plus birthday leave
• Opportunity to grow in a forward-thinking financial services firm

Role Overview:

In this role, you’ll support Independent Financial Advisors (IFAs) with key administration tasks, managing client documentation, and ensuring compliance. You’ll work closely with a collaborative team that values transparency, loyalty, and customer service excellence.

Ideal Candidate:

• Excellent organisational and time-management skills
• Attention to detail and proficiency with Microsoft Office
• Eagerness to learn and grow in financial services
• Ability to thrive in a team setting

This is a fantastic opportunity to start your journey in financial services, with plenty of room for career development. Apply today and be part of a supportive, vibrant environment!

Apply Now