Trainee IFA Administrator

Position: Trainee IFA Administrator (Permanent)
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 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