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Trainee IFA Administrator

Posted: 18/11/25
Recruiter:Ellis James Partners Ltd
Reference:3029385510
Type:Permanent
Salary:£25,000 - £28,000 Annual
Location:City, London
Description: 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.

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