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Trainee Client Services Administrator

Ortus PSR
Posted 9 days ago, valid for 12 days
Location

Bracknell, Berkshire RG42 2HJ

Salary

£20,000 - £24,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A Trainee IFA Administrator position is available in Bracknell with a salary of up to £25,000.
  • This role is ideal for individuals looking to start their career in financial services and offers full training and career progression.
  • The successful candidate will support Independent Financial Advisors with administration tasks, manage client documentation, and ensure compliance.
  • The ideal candidate should possess excellent organizational skills, attention to detail, and a willingness to learn.
  • This opportunity provides a supportive work culture, 25 days of holiday plus birthday leave, and the chance to grow within a forward-thinking firm.

Trainee IFA Administrator – Bracknell | Up to £25,000 | Office Based

Are you looking to begin your career in financial services? An exciting opportunity has opened for a Trainee IFA Administrator in Bracknell. This role is perfect for someone eager to learn and grow within a professional, client-focused environment.

What’s on Offer:
  • Salary up to £25,000
  • Career progression and full training
  • Supportive and inclusive work culture
  • 25 days’ holiday, plus birthday leave
  • Opportunity to grow in a forward-thinking financial services firm
Role Overview:

In this role, you’ll support Independent Financial Advisors (IFAs) with key administration tasks, managing client documentation, and ensuring compliance. You’ll work closely with a collaborative team that values transparency, loyalty, and customer service excellence.

Ideal Candidate:
  • Excellent organisational and time-management skills
  • Attention to detail and proficiency with Microsoft Office
  • Eagerness to learn and grow in financial services
  • Ability to thrive in a team setting

This is a fantastic opportunity to start your journey in financial services, with plenty of room for career development. Apply today and be part of a supportive, vibrant environment!

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.