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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.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Office Administration experience and strong GCSE/A-level grades preferred.
- Other info: Dynamic team environment with potential for long-term growth in Financial Advice.
The predicted salary is between 800 - 1400 £ per month.
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 / Apprentice 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, 3rd 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, 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.
You 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 in Leeds employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior IFA Administrator in Leeds
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work in advisory roles. Attend industry events or webinars to make connections and learn more about the field.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Be ready to discuss how your skills can support their mission in financial planning and wealth management. Show them you’re keen to grow in this area!
✨Tip Number 3
Practice your communication skills! Since you'll be liaising with clients and stakeholders, being clear and confident in your conversations is key. Role-play with friends or family to get comfortable.
✨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 Leeds
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 in your application. Use clear and concise language, and make sure there are no typos or errors!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Lime Professional Services
✨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 learn more.
✨Demonstrate Your Organisational Skills
Since the role involves managing diaries and processing applications, be prepared to share examples of how you've successfully organised tasks in the past. Use specific instances where you kept things on track or improved efficiency.
✨Show Enthusiasm for Client Interaction
This position requires direct contact with clients, so express your eagerness to engage with them. Share any previous experiences where you’ve provided excellent customer service or built rapport with clients.
✨Prepare Questions About the Role
Have a few thoughtful questions ready about the company’s approach to financial planning and how they support their staff's development. This shows that you’re not just interested in the job, but also in growing within the company.
