Junior IFA Administrator
Lime People Search & Select Ltd
Apply to this job Castleford, gb on site Until 8/22/2026 H-1B sponsor history First posted March 27, 2025 Last posted March 27, 2025
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 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, ideally locally based in the Wakefield areas.
We are seeking a Junior 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, ideally locally based in the Wakefield areas.
About this role
Summary
Support financial advisers with administrative tasks, client contact, compliance, and case monitoring.
Job title
Junior IFA Administrator
Experience level
2+ years
Industry
financial services
Location requirements
Castleford, gb; remote work not specified
Salary
Not specified
Visa sponsorship
H-1B sponsor history
Management role
No
Skills & keywords
Required skills
office administrationAML complianceclient communicationdocument managementfinancial products
Preferred skills
financial services interestcareer development in finance
Specializations
financial planningwealth managementclient servicingcomplianceadministration
Locations
Structured locations inferred from the posting.
Castleford, UK
On-site City