Back Posted: Jun 21 2025

Junior IFA Administrator

Leeds, England , United Kingdom

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Permanent

Name Confidential

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

No. of positions available*: 1
Salary: Negotiable
Experience: None
Education: None
Post Date: June 21, 2025
Job id:. CV-85
Position Type: Permanent
Applicants: 0
Views: 2

Refer $50 Save job Free resume review Apply Now

Alert me to new jobs like this: Accountancy jobs in city Leeds

Email address

Create alert

By continuing your agreeing to our term and conditions

Find us at:

Never provide bank account, credit card details or any other financial information, or make any form of payment, when applying for a job. If you are ever asked to do this by a recruiter on Pure Jobs please click the Report button or contact us with the advertiser's company name and the title of the job vacancy. You should not send any money to anyone. A genuine employer with a job offer would never ask you to do this.

Report this job

Report a job

If you're concerned about a job advert, let us know and our quality team will investigate.

Your name(*)

Invalid Input

Your email address(*)

Invalid Input

Please select you reason(*)

Additional information(*)

Invalid Input

Junior IFA Administrator

Description

Find us at:

Report a job

Related Search:

Name Confidential

Job Seeker //

Employer //

About Us //

Follow //

PLEASE NOTE! WE USE COOKIES AND SIMILAR TECHNOLOGIES FOR THE BEST USER EXPERIENCES

Sign in to your account

Junior IFA Administrator

Description

Find us at:

Report a job

Related Search:

Name Confidential

Similar Jobs

More jobs from this company

Job Seeker //

Employer //

About Us //

Follow //

Subscribe to updates from our blog

PLEASE NOTE! WE USE COOKIES AND SIMILAR TECHNOLOGIES FOR THE BEST USER EXPERIENCES