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. You will 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.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 to Directors and Advisers with regards to client valuations, key client reviews, and collation/completion of all required documentation.Prepare for meetings and handle general servicing inquiries including policy and contract alterations.Coordinate promotions and client mailers, document scanning, and take calls from both product providers and clients.You will ideally have a couple of years of Office Administration experience within any sector. We are 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, and OEICS. The successful candidate will be trained and developed within the business. It would be advantageous if you 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.
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