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Junior IFA Administrator

Lime People Search & Select Ltd
Posted 2 months ago, valid for 10 days
Location

Leeds, West Yorkshire LS13DA, England

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • Job Title: Junior / Apprentice Investment / IFA Administrator
  • Company: Independent Financial Advisory firm
  • Job Description: Supporting Directors and Advisers in day-to-day Administrative tasks, including client contact, processing new business applications, maintaining diary system, ensuring compliance with AML requirements, providing support with client valuations and key client reviews, completing required documentation, and handling promotions and client mailers.
  • Salary: Not specified
  • Experience: Ideally a couple of years of Office Administration experience within any sector. Good GCSE and/or A level grades with good English and Maths grades.

My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. 

We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.

Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients.

You will ideally have a couple of years of Office Administration experience within any sector.  We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business.  It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.

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