Trainee IFA Administrator: Full Training, Launch Your Wealth Career

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

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.