Full job descriptionTrainee IFA Administrator
Location: Bury
Salary: £26,000
Hours: 35 Hours Per Week
Contract: Full-Time, Permanent
Are you looking to build a long-term career within financial services? Do you have some experience in banking or financial services and want the opportunity to develop your knowledge within financial planning?
This is an excellent opportunity to join a friendly and supportive team as a Trainee IFA Administrator, where you’ll receive hands-on training, gain valuable industry experience and receive support towards professional qualifications.
The Role
Initially, you will focus on general office administration and providing support to the wider team. As your knowledge and confidence develop, you’ll gain exposure to financial planning administration, including client reviews, valuations and supporting Financial Advisers.
Full training will be provided, alongside support with professional exams to help you progress your career within the industry.
Key Responsibilities
*Providing general office and administrative support to the wider team
*Answering incoming telephone calls and directing enquiries appropriately
*Greeting visitors and providing a professional and welcoming first point of contact
*Sorting and distributing incoming and outgoing post
*Carrying out accurate data entry and maintaining office records
*Supporting the team with general administrative duties
*Developing knowledge of financial planning administration
*Assisting with annual reviews, client valuations and wider client administration as experience develops
*Learning financial planning processes and provider administration through hands-on training
About You
*At least 6 months’ experience within banking, building societies or a financial services-related environment
*Some exposure to products such as ISAs, pensions, mortgages, life insurance or protection
*Strong attention to detail and excellent organisational skills
*Good written and verbal communication skills
*GCSE Maths and English at Grade 5 or above
*Comfortable using Microsoft Office and general IT systems
*A genuine interest in financial services and a desire to build a career within financial planning
*Professional, approachable and confident dealing with clients and colleagues
*Positive attitude with a willingness to learn and develop
What’s on Offer?
*Salary of £26,000
*35-hour working week
*23 days’ annual leave plus bank holidays
*Bonus scheme
*5% employer pension contribution
*Death in Service cover of 2x annual salary
*Cashplan
*Support towards professional financial services qualifications and exams
*Comprehensive on-the-job training
*Opportunity to develop your technical knowledge and progress within financial planning
Why Apply?
This is a fantastic opportunity for someone looking to take their first steps into financial planning administration. You’ll join a friendly team that will invest in your development, provide practical training and support you in gaining professional qualifications.
If you have some financial services experience and are keen to develop a long-term career in the industry, we’d love to hear from you.
NJR100048
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.