Trainee IFA Administrator

Trainee IFA Administrator

Location – Castle Vale, Birmingham

Salary: £24,000 – £28,000

Are you a pension administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?

For this role – Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments/banking etc would be desirable.

Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment.

Due to continued expansion and growth, our client, a well-established wealth planning practice based in Castle Vale, Birmingham is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.

The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.

The role offers the opportunity to work within an established financial services companyand receive full training and development through a structured development programme.

Key attributes to be successful within the role:

  • Strong work ethic
  • Thriving within a busy varied role
  • Can do attitude
  • Team player but also self-motivated and able to work on own initiative
  • Keen to learn and develop skills to ensure develop best competency within the role
  • Organisational and prioritisation skills
  • Strong attention to detail.

If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.


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