Trainee IFA Administrator in Rossendale

Start your career in financial services with a friendly, well‐established advice firm in Rossendale. 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, good numeracy, literacy and IT skills 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 Rossendale, so you'll always have support nearby and be part of the day‐to‐day rhythm of the team.

Responsibilities:

• Processing incoming and outgoing post (scanning, printing 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.
• Once trained, will send Letters of Authority (LOAs) to providers and tracking their progress.
• Drafting ad‐hoc letters and managing client documentation.

Qualifications:

We are looking for a highly motivated self‐starter, ideally with an interest in Finance, Wealth Management or Financial Services, or a strong bias for administration. Join this dynamic team and contribute to the continued growth! If you're an ambitious individual with a passion for your work, we'd love to hear from you.