Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Directors and Advisers with daily administrative tasks and client interactions.
- Company: Join a leading Independent Financial Advisory firm focused on tailored financial solutions.
- Benefits: Gain valuable experience in Financial Services with training and career development opportunities.
- Why this job: Kickstart your career in finance while working with investments, pensions, and more in a supportive environment.
- Qualifications: Good GCSE/A level grades in English and Maths; some office administration experience preferred.
- Other info: Ideal for those looking to build a long-term career in Financial Advice and Planning.
The predicted salary is between 20000 - 30000 £ per year.
Job Description
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.\\nWe 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.\\nSpecifically 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.\\nYou 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
Junior IFA Administrator employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior IFA Administrator
✨Tip Number 1
Familiarize yourself with the basics of financial services and investment products. Understanding terms like ISAs, pensions, and AML requirements will not only help you in the role but also impress us during the interview.
✨Tip Number 2
Show your organizational skills by preparing a mock diary system. This will demonstrate your ability to manage multiple tasks and deadlines effectively, which is crucial for supporting our Directors and Advisers.
✨Tip Number 3
Practice your communication skills, especially in handling client inquiries. Being able to convey information clearly and professionally will be key when interacting with clients and product providers.
✨Tip Number 4
Research our company and understand our values and services. Tailoring your conversation during the interview to reflect how you align with our mission will show your genuine interest in building a career with us.
We think you need these skills to ace Junior IFA Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Junior IFA Administrator position. Understand the key responsibilities and required skills, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous office administration experience you have, even if it's from a different sector. Mention specific tasks that relate to the responsibilities outlined in the job description.
Show Your Interest in Financial Services: Express your desire to build a career in Financial Services and Financial Advice in your cover letter. Mention any relevant coursework or personal interests that align with the financial planning and wealth management sectors.
Proofread Your Application: Before submitting your application, carefully proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, and that your documents are clear and professional.
How to prepare for a job interview at Lime People Search & Select Ltd
✨Understand the Financial Services Landscape
Familiarize yourself with basic concepts in financial planning and wealth management. Knowing terms like investments, pensions, and ISAs will show your genuine interest in the field.
✨Demonstrate Your Administrative Skills
Be prepared to discuss your previous office administration experience. Highlight specific tasks you've handled that relate to organization, communication, and compliance, as these are crucial for the role.
✨Show Enthusiasm for Learning
Express your eagerness to develop a career in financial services. Mention any relevant courses or certifications you’re considering, as this shows commitment to your professional growth.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the company culture, training opportunities, and the team you'll be working with. This demonstrates your proactive attitude and interest in the role.
