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Trainee ifa administrator

London
Internship
Ellis James Partners
Ifa administrator
Posted: 1 January
Offer description

Trainee IFA Administrator - London£25,000 - £28,000Start your career in financial services with one of London's most respected advice firms, offering a genuine path to working as a financial adviser.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 roleYou'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 differentFull office-based onboarding (4 months), then 3 days in / 2 from homeClear structure and ongoing support from experienced mentorsA respected Partner Practice known for developing talentGenuine progression opportunities in a growing teamYour roleWhat you'll be doing:Helping prepare documents and reports for client meetingsUpdating client information and records on the CRM systemAssisting advisers with new business and fund transfersManaging email correspondence and handling client queriesSupporting the wider team with day-to-day admin tasksLearning how to process investments, pensions, and protection businessWhat you'll needStrong attention to detail and good organisational skillsConfident communicator who enjoys working with peopleEager to learn and build a career in financial planningBasic IT skills (Microsoft Office, email, etc.)A positive, reliable attitude.Perks & lifestyleHybrid working after initial training period25+ days holiday plus bank holidaysFull training and support with professional qualificationsFriendly, collaborative team environmentModern London office with great transport linksSound 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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