Trainee IFA Administrator

About the role

We are seeking a motivated Trainee IFA Administrator to join our client‑focused team in Bury. You will support Financial Advisers by ensuring smooth client interactions and accurate record‑keeping throughout the financial planning process.

Key responsibilities

• Prepare client review packs and schedule adviser meetings.
• Process Letters of Authority, monitor provider responses and maintain up‑to‑date client records.
• Enter client fact‑find information accurately using the back‑office system.
• Handle telephone and email enquiries, liaise with clients and providers, and manage expectations.
• Welcome clients, set up meeting rooms and manage office supplies and post.
• Assist with employee benefits administration and general office tasks.

Required profile

• Previous administration experience, preferably in financial services or another regulated sector.
• Strong organisational and time‑management abilities with high attention to detail.
• Professional, confidential handling of sensitive information.
• Positive attitude and willingness to learn.

Required skills

• Microsoft Word
• Microsoft Excel
• Microsoft Outlook

What we offer

• Full‑time permanent contract.
• Competitive salary between £25,500 and £27,000 per year.
• Supportive team environment with opportunities for career development in financial services.