Square Peg Associates

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. Responsibilities 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. Qualifications 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.

A leading recruitment consultancy in the UK is seeking a motivated individual for an administrative and customer support role. This position involves delivering accurate customer service, managing inquiries, and maintaining high-quality data management. Ideal candidates should have a strong background in customer support, excellent communication, and attention to detail. Offering a competitive salary of £26,000 - £29,000, 25 days holiday, and a supportive team environment focused on growth and collaboration.

We are seeking a motivated and experienced Administrator from a professional services background. The successful candidate will be responsible for providing administrative support to a team of experienced accountants. Key Responsibilities Providing administration support to a team of experienced individuals across a highly renowned accountancy practice Assist with the onboarding process of new clients Drafting and preparing letters, correspondence and all related documents Diary management - planning and organising the clients service schedules, notifying clients of specific action required by deadline dates Supporting the team with invoicing, expense forms and other administration tasks Answering the telephone with professionalism Manage and maintain standard letter templates and producing mailshots as required Filing of documents with Companies House and HMRC Managing meeting rooms Qualifications and Experience A minimum of 5 years within a professional administration role and company Good organisational and time management skills Strong communication and interpersonal skills Proven ability to work independently and as part of a team Strong attention to detail and problem-solving skills Willingness to learn and adapt to new technologies The position offers a competitive salary and benefits package Hours: 9am - 5pm which can also be flexible to suit, between the hours of 8am - 6pm. 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.

A leading recruitment consultancy is seeking an experienced Administrator to provide support to a team of accountants in Bolton. The role includes assisting with onboarding, correspondence preparation, diary management, and general administrative tasks. A minimum of 5 years in a professional administration role is required, along with strong organisational, communication, and problem-solving skills. This position offers a competitive salary and flexibility in working hours.