Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Trainee ifa administrator

Bradmore (NG11 6)
Internship
Ellis James Partners Ltd
Ifa administrator
Posted: 27 October
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

Apply
Create E-mail Alert
Job alert activated
Saved
Save
See more jobs
Similar jobs
Administration jobs in Nottinghamshire
jobs Nottinghamshire
jobs Bradmore (NG11 6)
jobs England
Home > Jobs > Administration jobs > Ifa administrator jobs > Ifa administrator jobs in Nottinghamshire > Trainee IFA Administrator

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save