Trainee IFA Administrator

Job Description:

Junior Administrator - Ruddington, Nottingham
Salary: £23,809
 
Start your career in financial services with a friendly, well-established advice firm in Ruddington.
 
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, 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 Ruddington, 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, franking, 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
• Sending Letters of Authority (LOAs) to providers and tracking their progress
• Drafting ad hoc letters and managing client documentation
• Scanning and securely logging historic files
• Keeping office supplies organised and assisting with general admin tasks
• Supporting the Adviser, Administrator, and Management Teams where needed

What we're looking for

• Strong attention to detail and good organisation skills
• Confident, professional, and friendly communication style
• A genuine interest in building a career in financial services
• Proactive attitude - happy to help and quick to learn
• Team player who enjoys supporting others

What you'll get

• Full training and support from experienced colleagues
• 25+ days holiday plus bank holidays
• Modern office environment in Ruddington
• Clear progression opportunities as you develop
• Friendly, supportive culture with a focus on quality and service

Sound like you?
 
If you're looking for a hands-on role where you can learn, grow, and be part of a team that genuinely cares - this could be the perfect place to start your career.