Trainee IFA Administrator

Job Description IFA AdministratorTrainee or experienced24,000 - 30,000Wimborne | Office based (hybrid considered)A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team in Wimborne.This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and advice is available - if you want!This role supports advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests.The RoleBooking and managing client review meetingsPreparing documentation and completing AML checksProcessing new business and policy changesManaging Salesforce tasks and opportunitiesLiaising with advisers, paraplanners and providersEnsuring SLAs and compliance standards are metAbout YouFinancial services / IFA administration experience preferred, but not essentialStrong organisational skills and high attention to detailProfessional communication skillsComfortable working in a structured, process-driven environmentKeen to build a long-term career in wealth managementWhy Join?Established, reputable wealth management environmentStructured trainingProfessional, team-based cultureExposure to experienced advisers and plannersClear progression pathwayLong-term career stabilityThis is an excellent opportunity for either an experienced administrator or someone looking to enter the industry within a supportive, well-run practice.

Created: 2026-03-07