Junior IFA Administrator

$20,254 - $25,318 yearly
  • CV Library
  • Leeds, West Yorkshire
  • Mar 22, 2024
Permanent Location: Office

Job Description

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, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will 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, and 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, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Working Hours

Full Time

Salary by Currency

This role in US Dollars has a minimum of $20,254 to a maximum of $25,318. In British Pounds it has a minimum of £16,000 to a maximum of £20,000. In Australian Dollars it has a minimum of $30,821 to a maximum of $38,526.


Governance and Control (for team members)

Everybody from the CEO to the newest intern plays an important role towards supporting governance and control. During this course participants will learn governance risk management compliance treasury and closing the books.

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Planning Budgeting and Forecasting

This course teaches you how to master the business planning and strategy creation the budgeting process creating investment cases building financial models allocating capital monitoring budgets and managing outcomes.

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Relationship Building

Relationships are at the heart of everything you do and are a fundamental component of your success. This course will teach you how to build brand new relationships from scratch and apply proven techniques to turn these individuals into your biggest supporters.

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Personal Effectiveness

Recent studies show that finance team members with high levels of personal effectiveness earn significantly more than their less-effective counterparts and progress far quicker through their careers. This course teaches you to set priorities organize your time and resources and stay focused on achieving your goals to a high standard.

For more information visit: Courses Overview