Trainee Financial Advisor

2 weeks ago

Sheffield, United Kingdom Lime Search & Select Ltd Full time

My client is a Discretionary Investment Management & Financial Planning firm based in the Sheffield area.
We are seeking a Junior / Trainee Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisors 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 be trained and will also study towards a Diploma in Financial Planning, with a view to becoming a Financial Adviser in the future.
You will ideally either have a 1-2 years of Office Administration experience within Financial Services or be a fresh Graduate within a Financial / Numerical discipline who can demonstrate they are looking to develop a long-term career within Financial Advice / Financial Planning. It would be to your advantage if you have any basic knowledge of Investments, Pensions, ISA, OEICS, although the candidate will be trained and developed within the business.
Great opportunity for someone to kick start their career within Financial Planning and Advice, pop me a call or apply for further information.
Please include why you would like to be considered for this Apprenticeship

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