Trainee IFA Administrator

Ellis James Partners Ltd; City Of London; On-site; GBP 25,000 - 28,000; Full time

Job summary

A leading financial services firm in London is seeking a Trainee IFA Administrator to kickstart your career. You'll support client onboarding and manage correspondence, while learning the financial advice process. The role offers a hybrid working setup post-training and extensive support for professional qualifications. Join a friendly team that values development—apply today!

Benefits

Hybrid working after initial training period

25+ days holiday plus bank holidays

Full training and support with professional qualifications

Friendly, collaborative team environment

Modern London office with great transport links

Qualifications

• Strong attention to detail and good organisational skills.
• Confident communicator who enjoys working with people.
• Eager to learn and build a career in financial planning.
• Basic IT skills (Microsoft Office, email, etc.).
• A positive, reliable attitude.

Responsibilities

• Helping prepare documents and reports for client meetings.
• Updating client information and records on the CRM system.
• Assisting advisers with new business and fund transfers.
• Managing email correspondence and handling client queries.
• Supporting the wider team with day-to-day admin tasks.
• Learning how to process investments, pensions, and protection business.

Skills

Attention to detail

Organisational skills

Communication

Eagerness to learn

Basic IT skills

Tools

Microsoft Office

CRM systems

Job description

Overview

Trainee IFA Administrator - London — £25,000 - £28,000

Start your career in financial services with one of London's most respected advice firms.

If you're organised, proactive, and looking to build a long-term career in wealth management - this is a brilliant first step.

You'll join a friendly, supportive team where you'll learn the ropes from experienced administrators and advisers. The first four months will be office-based so you can get fully up to speed, then you'll move to a hybrid setup.

Why this role

You'll be the backbone of the client journey - helping with onboarding, valuations, and review packs while learning how the advice process works from start to finish.

This is a team that genuinely values development. You'll get hands-on training, support with qualifications, and a clear path to grow in financial planning.

What you'll be doing

• Helping prepare documents and reports for client meetings
• Updating client information and records on the CRM system
• Assisting advisers with new business and fund transfers
• Managing email correspondence and handling client queries
• Supporting the wider team with day-to-day admin tasks
• Learning how to process investments, pensions, and protection business

What you'll need

• Strong attention to detail and good organisational skills
• Confident communicator who enjoys working with people
• Eager to learn and build a career in financial planning
• Basic IT skills (Microsoft Office, email, etc.)
• A positive, reliable attitude.

Perks & lifestyle

• Hybrid working after initial training period
• 25+ days holiday plus bank holidays
• Full training and support with professional qualifications
• Friendly, collaborative team environment
• Modern London office with great transport links

Sound like you?

If you're ready to kickstart your career in financial services and be part of a team that genuinely invests in your growth - we'd love to hear from you.

Hit apply or drop us a message in confidence to find out more.