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.

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.

Join this dynamic team and contribute to the continued growth! If you’re an ambitious individual with a passion for your work, we’d love to hear from you.

About Square Peg Associates:

At Square Peg Associates, we are a leading recruitment consultancy specialising in finance and commercial business professionals within the North West of England. Our approach is personal and tailored to each candidate. We not only consider the qualifications listed on their CVs but also take the time to understand them on a deeper level. Before representing any candidate to our esteemed client base, we build strong relationships with them.

If you’re interested in exploring our current vacancies, visit our website at