Junior Ifa Administrator

My client is an Independent Financial Advisory firm, specializing in Financial Planning and Wealth Management, providing financial solutions tailored to clients' needs.

We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams. Your responsibilities will include supporting both the Directors and the Advisers in day-to-day administrative tasks, involving 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, provide regular updates on cases and their development, ensure compliance with AML (Anti-money Laundering) requirements, and support Directors and Advisers with client valuations, key client reviews, collation/completion of required documentation, meeting preparation, general servicing inquiries, policy and contract alterations, promotions, client mailers, document scanning, and handling calls from product providers and clients.

Ideally, you will have a couple of years of Office Administration experience in any sector. We are looking for someone interested in developing a career within Financial Services and Financial Advice. The successful candidate will be trained and developed within the business. It would be advantageous if you have a desire to build a long-term career in Financial Advice and Financial Planning. Good GCSE and/or A level grades with strong English and Maths skills are preferred.

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