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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: Training in financial services, career development, and a supportive team environment.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Office administration experience and strong English and Maths skills required.
- Other info: Opportunity for growth in a dynamic financial services sector.
The predicted salary is between 24000 - 36000 £ 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 / Apprentice Investment / IFA Administrator to join the existing Administrative teams. You will support both the Directors and the Advisers in day‑to‑day administrative tasks, including direct contact with clients, 3rd parties and internal stakeholders.
Responsibilities
- Process and monitor all new business applications for Directors and Financial Advisers, liaising with clients and product providers.
- Maintain a strict diary system for all cases and provide regular updates on case development.
- Ensure all files are compliant with AML (Anti‑money Laundering) requirements.
- Support Directors and Advisers with client valuations, key client reviews, and collation/completion of required documentation.
- Prepare meeting materials, manage general servicing inquiries, and coordinate policy and contract alterations.
- Coordinate promotions and client mailers, handle document scanning, and take calls from product providers and clients.
Qualifications
- Ideally, you have a couple of years of office administration experience in any sector and wish to build a career within Financial Services and Financial Advice.
- You will receive training and development in investments, pensions, ISA, and OEICS.
- Good GCSE and/or A‑level grades (minimum) and strong English and Maths skills are required.
Junior IFA Administrator in Morley 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 Morley
✨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 them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their success.
✨Tip Number 3
Practice your communication skills! As a Junior IFA Administrator, you'll be dealing with clients and stakeholders. Role-play common scenarios with friends or family to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Junior IFA Administrator in Morley
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 passionate about joining our team at StudySmarter and how you can contribute to our mission in financial planning and wealth management.
Showcase Your Communication Skills: Since this role involves direct contact with clients and stakeholders, make sure to demonstrate your strong communication skills in your application. Clear and concise writing will show us you’re ready for the day-to-day tasks!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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 OEICs. Being able to discuss these topics confidently will show that you're serious about a career in financial services.
✨Demonstrate Your Organisational Skills
Since the role involves managing diaries and case updates, be prepared to share examples of how you've successfully organised tasks in previous roles. Use specific instances to highlight your attention to detail and time management.
✨Practice Client Interaction Scenarios
You’ll be dealing with clients directly, so think about how you would handle various client scenarios. Practising responses to common questions or concerns can help you feel more at ease during the interview.
✨Show Enthusiasm for Learning
Express your eagerness to learn and grow within the financial sector. Mention any relevant courses or training you’re interested in, as this demonstrates your commitment to developing your skills in the industry.
