Aspiring IFA Administrator – Wealth Management Support

Lime Professional Services; Morley; On-site; GBP 20,000 - 25,000; Full time

Job summary

A financial advisory firm in Morley is seeking a Junior / Apprentice Investment / IFA Administrator to provide administrative support to the Directors and Advisers. In this role, you will handle new business applications, maintain compliance files, and coordinate client communications. The position offers training in investments, pensions, and financial services for candidates with good education in English and Maths. Ideal for those starting their finance career.

Qualifications

• A couple of years of office administration experience in any sector.
• Willingness to build a career within Financial Services and Financial Advice.
• Strong communication skills.

Responsibilities

• Process and monitor new business applications.
• Maintain a strict diary system for cases.
• Ensure compliance with AML requirements.
• Support client valuations and document completion.
• Prepare meeting materials and handle inquiries.
• Coordinate client communications and manage documents.

Skills

Office administration experience

Strong English skills

Strong Maths skills

Education

GCSE and/or A-level grades

Job description

A financial advisory firm in Morley is seeking a Junior / Apprentice Investment / IFA Administrator to provide administrative support to the Directors and Advisers. In this role, you will handle new business applications, maintain compliance files, and coordinate client communications. The position offers training in investments, pensions, and financial services for candidates with good education in English and Maths. Ideal for those starting their finance career.