At a Glance
- Tasks: Support Directors and Advisors with daily admin tasks and client communication.
- Company: Lime People Search & Select Ltd, a dynamic financial planning firm.
- Benefits: Flexible hours and valuable experience in the financial sector.
- Other info: Opportunity to learn about investments and pensions in a growing industry.
- Why this job: Gain hands-on experience in financial advisory while working with a supportive team.
- Qualifications: 1-3 years of admin experience in a Financial Advisory firm preferred.
The predicted salary is between 15000 - 20000 £ per year.
Lime People Search & Select Ltd is seeking a part-time Investment / IFA Administrator to support Directors and Advisors with day-to-day administrative tasks. You will liaise directly with clients and third parties, ensuring compliance with AML requirements and maintaining cases.
The ideal candidate will have 1-3 years of administrative experience within a Financial Advisory firm and knowledge of investments and pensions. This position offers flexible hours.
Part-Time IFA Administrator for Financial Planning in Halifax 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.
Contact Details:
Lime People Search & Select Ltd Recruitment Team
