Junior IFA Administrator | Start a Career in Financial Planning

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

Job summary

A Financial Advisory firm in Leeds is seeking a Junior / Apprentice Investment / IFA Administrator to support the Directors and Advisers in various administrative tasks. Responsibilities include processing new business applications and ensuring compliance with regulations. Ideal candidates will have some office administration experience and a desire to build a career in financial services, with good grades in English and Maths. Training and development within the business will be provided.

Qualifications

• A couple of years of office administration experience preferred.
• Eagerness to develop a career within financial services.
• Good grades in English and Maths required.

Responsibilities

• Support Directors and Advisers in day-to-day administrative tasks.
• Process and monitor all new business applications.
• Maintain a diary system for all submitted cases.

Skills

Office Administration experience

Desire to build a career in Financial Advice

Good English and Maths grades

Education

Good GCSE and/or A level grades

Job description

A Financial Advisory firm in Leeds is seeking a Junior / Apprentice Investment / IFA Administrator to support the Directors and Advisers in various administrative tasks. Responsibilities include processing new business applications and ensuring compliance with regulations. Ideal candidates will have some office administration experience and a desire to build a career in financial services, with good grades in English and Maths. Training and development within the business will be provided.