Junior IFA Administrator β€” Client & Compliance Support in Castleford

Junior IFA Administrator β€” Client & Compliance Support in Castleford

Castleford Full-Time 25000 - 32000 Β£ / year (est.) No working from home possible
Lime People Search & Select Ltd

At a Glance

  • Tasks: Process new business applications and support Directors with client valuations.
  • Company: Lime People Search & Select Ltd, a dynamic firm in Financial Services.
  • Benefits: Training provided, career development opportunities, and a supportive team environment.
  • Other info: Join a passionate team and grow your expertise in a thriving industry.
  • Why this job: Kickstart your career in Financial Advice while ensuring compliance and making a difference.
  • Qualifications: Minimum two years' experience in Office Administration and strong communication skills.

The predicted salary is between 25000 - 32000 Β£ per year.

Lime People Search & Select Ltd in Castleford is seeking an Office Administrator with a passion for Financial Services. You will process new business applications, ensure compliance with AML requirements, and support Directors with client valuations.

The ideal candidate should have:

  • A minimum of two years' experience in Office Administration
  • Strong communication skills in English and Maths
  • A keen interest in developing their career in Financial Advice

Training will be provided.

Junior IFA Administrator β€” Client & Compliance Support in Castleford employer: Lime People Search & Select Ltd

As an Independent Financial Advice practice, we pride ourselves on fostering a collaborative and supportive work environment where your contributions truly matter. Located in a vibrant area, we offer competitive benefits, opportunities for professional development, and a culture that values innovation and teamwork, making it an ideal place for those looking to grow their careers in the financial sector.

Lime People Search & Select Ltd

Contact Details:

Lime People Search & Select Ltd Recruitment Team

We think you need these skills to ace Junior IFA Administrator β€” Client & Compliance Support in Castleford

Office Administration
Compliance Knowledge
AML Requirements
Client Valuations
Communication Skills
Mathematical Skills
Financial Services Knowledge