Junior IFA Administrator

Lime People Search & Select Ltd; Morley; On-site; GBP 20,000 - 28,000; Full time

Job summary

A financial advisory firm in England seeks an Administrative Support professional to assist Directors and Advisers in daily tasks. Responsibilities include processing business applications, maintaining client files, and ensuring compliance with AML regulations. Ideal candidates will have administration experience and a keen interest in Financial Services. Good GCSE and/or A-level grades required.

Qualifications

• A couple of years of Office Administration experience within any sector.
• Interest in developing a career within Financial Services.
• Good grades in English and Maths.

Responsibilities

• Support Directors and Advisers in day-to-day administrative tasks.
• Process and monitor all new business applications.
• Maintain a strict diary system for all cases submitted.
• Ensure all files are compliant with AML requirements.
• Provide support for client valuations and key client reviews.
• Coordinate promotions and client mailers.

Skills

Office Administration experience

Client communication

Compliance awareness

Documentation skills

Education

GCSE and/or A level

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 in 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 all files are compliant with 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.
• Coordinate promotions and client mailers, document scanning and taking calls from both product providers and clients.

Qualifications / Experience

• Ideally a couple of years of Office Administration experience within any sector.
• Interest in developing a career within Financial Services and Financial Advice; training and development within the business.
• Good GCSE and/or A level grades, with good English and Maths.