Trainee IFA Administrator
Salary: £23,809 - £25,000 per annum
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.
What you'll be doing 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
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.
About Square Peg Associates:
At Square Peg Associates, we are a leading recruitment consultancy specialising in finance and commercial business professionals within the North West of England. Our approach is personal and tailored to each candidate. We not only consider the qualifications listed on their CVs but also take the time to understand them on a deeper level. Before representing any candidate to our esteemed client base, we build strong relationships with them.
If you’re interested in exploring our current vacancies, visit our website at Squarepegassociates.co.uk.
Square Peg Associates is a dedicated and trusted Talent Partner that connects exceptional people to businesses.
Since 2012, we’ve been providing tailored recruitment and executive search services, reaching the best talent to place in the right roles. We specialise in:
• Finance & Accountancy
• Administrative & Legal roles (Junior / Senior)
• Marketing
Most of our client relationships are long-term, exclusive and some are retained. We find the best talent to fit the role and skills that you need, as well as ensuring that the candidate needs are aligned with your company culture and vision for the future. Working in partnership with you, we will represent your brand to the highest degree and make your hiring process effortless.
The name ‘Square Peg,’ came up when mapping out the vision for the business and planning our first website. We had a very clear message that we will only place candidates in the right job, role or company, not trying to fit a Square Peg in a Round Hole. The next day we couldn’t move on from Square Peg. The name stuck and said all we wanted to say! From there, Square Peg Associates was born.
When you’re looking for your next role, we will carefully match not only your experience but your personality, purpose and aspiration to ensure it’s the right match for you.
Contact us at:
info@squarepegassociates.co.uk
0161 464 8551
www.squarepegassociates.co.uk
