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Ellis James Partners Limited

Junior Administrator - Ruddington, NottinghamSalary: £23,809 Start your career in financial services with a friendly, well-established advice firm in Ruddington. 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, 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 Ruddington, so you'll always have support nearby and be part of the day-to-day rhythm of the team. What you'll be doing<ul> <li>Processing incoming and outgoing post (scanning, printing, franking, and tracking)</li><li>Quality checking letters and mail merges before posting</li><li>Answering calls and handling routine client queries</li><li>Greeting clients when they visit the office and preparing meeting rooms</li><li>Creating new client records and updating information on the CRM system</li><li>Preparing meeting packs for advisers, including valuations and relevant documents</li><li>Sending Letters of Authority (LOAs) to providers and tracking their progress</li><li>Drafting ad hoc letters and managing client documentation</li><li>Scanning and securely logging historic files</li><li>Keeping office supplies organised and assisting with general admin tasks</li><li>Supporting the Adviser, Administrator, and Management Teams where needed</li></ul> What we're looking for<ul> <li>Strong attention to detail and good organisation skills</li><li>Confident, professional, and friendly communication style</li><li>A genuine interest in building a career in financial services</li><li>Proactive attitude - happy to help and quick to learn</li><li>Team player who enjoys supporting others</li></ul> What you'll get<ul> <li>Full training and support from experienced colleagues</li><li>25+ days holiday plus bank holidays</li><li>Modern office environment in Ruddington</li><li>Clear progression opportunities as you develop</li><li>Friendly, supportive culture with a focus on quality and service</li></ul> Sound like you? If you're looking for a hands-on role where you can learn, grow, and be part of a team that genuinely cares - this could be the perfect place to start your career.

Trainee IFA Administrator

Trainee IFA Administrator - London£25,000 - £28,000Start your career in financial services with one of London's most respected advice firms.If you're organised, proactive, and looking to build a long-term career in wealth management - this is a brilliant first step.You'll join a friendly, supportive team where you'll learn the ropes from experienced administrators and advisers. The first four months will be office-based so you can get fully up to speed, then you'll move to a hybrid setup.Why this roleYou'll be the backbone of the client journey - helping with onboarding, valuations, and review packs while learning how the advice process works from start to finish.This is a team that genuinely values development. You'll get hands-on training, support with qualifications, and a clear path to grow in financial planning.What's different<ul> <li>Full office-based onboarding (4 months), then 3 days in / 2 from home</li><li>Clear structure and ongoing support from experienced mentors</li><li>A respected Partner Practice known for developing talent</li><li>Genuine progression opportunities in a growing team</li></ul> Your roleWhat you'll be doing:<ul> <li>Helping prepare documents and reports for client meetings</li><li>Updating client information and records on the CRM system</li><li>Assisting advisers with new business and fund transfers</li><li>Managing email correspondence and handling client queries</li><li>Supporting the wider team with day-to-day admin tasks</li><li>Learning how to process investments, pensions, and protection business</li></ul> What you'll need<ul> <li>Strong attention to detail and good organisational skills</li><li>Confident communicator who enjoys working with people</li><li>Eager to learn and build a career in financial planning</li><li>Basic IT skills (Microsoft Office, email, etc.)</li><li>A positive, reliable attitude.</li></ul> Perks & lifestyle<ul> <li>Hybrid working after initial training period</li><li>25+ days holiday plus bank holidays</li><li>Full training and support with professional qualifications</li><li>Friendly, collaborative team environment</li><li>Modern London office with great transport links</li></ul> Sound like you?If you're ready to kickstart your career in financial services and be part of a team that genuinely invests in your growth - we'd love to hear from you.Hit apply or drop us a message in confidence to find out more.

Join Ellis James Partners Limited and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Ellis James Partners Limited

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Trainee IFA Administrator

Trainee IFA Administrator