Trainee IFA Administrator - London
£25,000 - £28,000
Start 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 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.