Trainee IFA Administrator

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.

 

What you'll be doing 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

 

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.