Junior IFA Administrator

Junior IFA Administrator

Leeds Full-Time No home office possible
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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 making a real impact on clients' financial journeys.
  • Qualifications: Ideal candidates should have GCSE/A level qualifications, especially in English and Maths.
  • Other info: Previous office administration experience is preferred but not essential; passion for finance is key.

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

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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

Familiarise yourself with the basics of financial services and products. Understanding terms like ISAs, pensions, and investments will not only help you in interviews but also show your genuine interest in the field.

✨Tip Number 2

Network with professionals in the financial advisory sector. Attend industry events or join online forums to connect with people who can provide insights and potentially refer you to opportunities at firms like ours.

✨Tip Number 3

Demonstrate your organisational skills by preparing a mock diary system. Show how you would manage multiple cases and deadlines effectively, as this is a key part of the Junior IFA Administrator role.

✨Tip Number 4

Research our company values and mission. Tailor your conversations during interviews to reflect how your personal goals align with our commitment to providing tailored financial solutions for clients.

We think you need these skills to ace Junior IFA Administrator

Office Administration
Client Communication
Attention to Detail
Diary Management
Compliance Knowledge (AML)
Document Management
Time Management
Problem-Solving Skills
Team Collaboration
Basic Financial Knowledge
Organisational Skills
Customer Service Skills
Proficiency in Microsoft Office Suite
Adaptability
Willingness to Learn

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights any relevant office administration experience, especially in financial services. Emphasise skills that align with the job description, such as client communication and compliance knowledge.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for starting a career in financial services. Mention specific reasons why you want to work for this Independent Financial Advisory firm and how your background makes you a suitable candidate.

Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as organisation, attention to detail, and communication. Provide examples of how you've demonstrated these skills in previous roles or experiences.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for the role.

How to prepare for a job interview at Lime People Search & Select Ltd

✨Understand the Role

Make sure you have a clear understanding of what a Junior IFA Administrator does. Familiarise yourself with the responsibilities mentioned in the job description, such as processing new business applications and maintaining compliance with AML requirements.

✨Show Your Interest in Financial Services

Express your enthusiasm for building a career in Financial Services. Be prepared to discuss why you're interested in this field and how you see yourself growing within it. This will demonstrate your commitment to the role.

✨Prepare for Client Interaction Scenarios

Since the role involves direct contact with clients, think about how you would handle various client scenarios. Practice responses to common questions or concerns clients might have, showcasing your communication skills and professionalism.

✨Highlight Relevant Experience

Even if your previous experience isn't directly in financial services, highlight any office administration experience you have. Discuss how your skills can transfer to this role, especially in terms of organisation, attention to detail, and managing multiple tasks.

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