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Trainee ifa administrator

Nottingham (Nottinghamshire)
Internship
Ifa administrator
£23,809 a year
Posted: 15 November
Offer 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

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