Trainee IFA Administrator

Square Peg Associates; Borough of Rossendale; On-site; GBP 23,000 - 25,000; Full time

Job summary

A well-established advice firm in Rossendale is seeking a Trainee IFA Administrator to start a career in financial services. This office-based role requires a keen learner with strong organisational skills. Responsibilities include processing mail, handling client queries, creating client records, and preparing meeting documents. Full training will be provided. Join a supportive team and gain hands-on experience directly from experienced advisers.

Qualifications

• Motivated self-starter with an interest in finance or administration is preferred.
• Strong attitude towards learning and developing in financial services.

Responsibilities

• Process incoming and outgoing post including scanning, printing and tracking.
• Quality check letters and mail merges before posting.
• Handle routine client queries and greet clients visiting the office.
• Create new client records and update information on the CRM system.
• Prepare meeting packs for advisers with necessary documentation.

Skills

Organised

Proactive

Attention to detail

Good numeracy skills

Good literacy skills

Good IT skills

Tools

CRM system

Job description

Trainee IFA Administrator

Salary: £23,809 - £25,000 per annum

Start your career in financial services with a friendly, well‑established advice firm in Rossendale.

If you're organised, proactive, and keen to learn, this is a brilliant opportunity to build the foundations of a long‑term career in wealth management. No prior experience is required - just a positive attitude, strong attention to detail, good numeracy, literacy and IT skills and a willingness to get stuck in.

Full training will be provided. Why you'll love it here.

You’ll be part of a supportive team that values collaboration and care as much as results. You’ll gain hands‑on experience in every part of the advice process, from client servicing to preparing documents for meetings, learning directly from experienced advisers and administrators.

This is an office‑based role in Rossendale, so you’ll always have support nearby and be part of the day‑to‑day rhythm of the team.

Responsibilities

Processing incoming and outgoing post (scanning, printing and tracking).

Quality checking letters and mail merges before posting.

Answering calls and handling routine client queries.

Greeting clients when they visit the office and preparing meeting rooms.

Creating new client records and updating information on the CRM system.

Preparing meeting packs for advisers, including valuations and relevant documents.

Once trained, will send Letters of Authority (LOAs) to providers and tracking their progress.

Drafting ad‑hoc letters and managing client documentation.

Qualifications

We are looking for a highly motivated self‑starter, ideally with an interest in Finance, Wealth Management or Financial Services, or a strong bias for administration.

Join this dynamic team and contribute to the continued growth! If you’re an ambitious individual with a passion for your work, we’d love to hear from you.

About Square Peg Associates:

At Square Peg Associates, we are a leading recruitment consultancy specialising in finance and commercial business professionals within the North West of England. Our approach is personal and tailored to each candidate. We not only consider the qualifications listed on their CVs but also take the time to understand them on a deeper level. Before representing any candidate to our esteemed client base, we build strong relationships with them.

If you’re interested in exploring our current vacancies, visit our website at Squarepegassociates.co.uk.