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Permanent

Trainee IFA Administrator

City
money-bag 25000.00-25000.00 Annual
3029449919
Posted Yesterday

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''s different Full office-based onboarding (4 months), then 3 days in / 2 from home Clear structure and ongoing support from experienced mentors A respected Partner Practice known for developing talent Genuine progression opportunities in a growing team Your role 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 yo

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