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- Tasks: Support Directors and Advisers with administrative tasks and client interactions.
- Company: Independent Financial Advisory firm focused on tailored financial solutions.
- Benefits: Career development opportunities and training in Financial Services.
- Other info: Join a supportive team in a dynamic environment with growth potential.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Office Administration experience and good GCSE/A level grades.
The predicted salary is between 25000 - 30000 £ per year.
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 Investment / IFA Administrator to join the existing Administrative teams. You will 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, third parties, and internal stakeholders.
Specifically, you will:
- 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, and general servicing inquiries including policy and contract alterations.
- Co-ordinate promotions and client mailers, document scanning, and take calls from both product providers and clients.
You will ideally have a couple of years of Office Administration experience within any sector. We are 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, and 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, ideally locally based in the Wakefield areas.
Junior IFA Administrator in Castleford employer: Lime People Search & Select
Contact Detail:
Lime People Search & Select Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior IFA Administrator in Castleford
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info on job openings.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show us that you understand their approach to financial planning and wealth management. Tailor your answers to reflect how you can contribute to their goals.
✨Tip Number 3
Practice your communication skills! As a Junior IFA Administrator, you'll be liaising with clients and stakeholders. Role-play common scenarios with friends or family to boost your confidence and clarity.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Junior IFA Administrator in Castleford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Junior IFA Administrator role. Highlight any relevant office administration experience and your interest in financial services to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this role and how your background makes you a great fit. Don’t forget to mention your desire to build a career in financial advice!
Showcase Your Communication Skills: Since you'll be liaising with clients and stakeholders, it's important to demonstrate your communication skills. Use clear and concise language in your application to show us you can handle client interactions smoothly.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Lime People Search & Select
✨Know Your Financial Basics
Brush up on your knowledge of financial products like ISAs, pensions, and investments. Being able to discuss these topics confidently will show that you're genuinely interested in the field and ready to support the team.
✨Demonstrate Your Organisational Skills
Since the role involves managing diaries and ensuring compliance, be prepared to share examples of how you've successfully organised tasks or projects in the past. Highlight any experience with maintaining strict schedules or handling multiple priorities.
✨Showcase Your Communication Skills
You'll be liaising with clients and stakeholders, so practice articulating your thoughts clearly. Consider role-playing common scenarios you might encounter in the job, such as explaining a financial product or addressing client inquiries.
✨Express Your Career Aspirations
Let them know you're keen to build a long-term career in financial services. Share your enthusiasm for learning and growing within the industry, and mention any specific areas of financial advice that interest you.