Junior IFA Administrator

Overview

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.

Responsibilities

• Process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers.
• 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.
• 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.

Requirements / What we\’re looking for

• A couple of years of Office Administration experience within any sector.
• Interest in developing a career within Financial Services and Financial Advice.
• Willing to be trained and developed within the business; exposure to Investments, Pensions, ISA, OEICS.
• Good GCSE and/or A level grades at a minimum, with good English and Maths grades.

VACANCY DETAILS

Location: Leeds

CLOSING DATE

Feb 30

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Company Registration:
Lime People Search & Select Ltd 08062097

The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.