Junior IFA Administrator

Lime People Search & Select Ltd; Leeds; On-site; GBP 20,000 - 30,000; Full time

Job summary

An Independent Financial Advisory firm in Leeds is seeking a Financial Administrator to support Directors and Advisers with administrative tasks. The ideal candidate will have Office Administration experience and an interest in financial services. Responsibilities include processing business applications, maintaining compliance, and client interactions. This role offers training in the financial sector and requires good GCSE/A level grades in English and Maths.

Qualifications

• A couple of years of Office Administration experience within any sector.
• Desire to develop a career within Financial Services and Financial Advice.
• Interest in working with Investments, Pensions, ISA, OEICS.

Responsibilities

• Support Directors and Advisers with day-to-day administrative tasks.
• Process and monitor all new business applications.
• Maintain a strict diary system for all cases submitted.
• Ensure compliance with AML requirements.
• Provide support regarding client valuations and inquiries.

Skills

Office Administration experience

Interest in Investments

Interest in Pensions

Good English and Maths

Education

Good GCSE and/or A level grades

Job description

Overview

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.

Responsibilities

• Support Directors and Advisers with day-to-day administrative tasks, including direct contact with clients, 3rd parties and internal stakeholders.
• 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 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 regarding client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, 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.

Requirements / Qualifications

• A couple of years of Office Administration experience within any sector.
• Desire to develop a career within Financial Services and Financial Advice; will train and develop within the business.
• Interest in working with Investments, Pensions, ISA, OEICS.
• Good GCSE and/or A level grades at a minimum, with good English and Maths grades.