Trainee IFA Administrator

Location: City

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.