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Junior Financial Services Administrator

2 months ago

Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full time

Job Summary: We are seeking a highly organized and detail-oriented Junior Financial Services Administrator to join our team at Lime People Search & Select Ltd. As a key member of our Administrative team, you will provide critical support to our Directors and Financial Advisers in day-to-day tasks, including direct contact with clients, 3rd parties, and internal stakeholders.

Key Responsibilities:

  • Process and monitor new business applications for 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 all files are compliant with Anti-money Laundering (AML) requirements.
  • Provide support to Directors and Advisers with client valuations, key client reviews, and document completion.
  • Coordinate promotions, client mailers, and document scanning.
  • Take calls from product providers and clients.

Requirements:

  • 2+ years of Office Administration experience in any sector.
  • Desire to develop a career within Financial Services and Financial Advice.
  • Good GCSE and/or A-level grades, with strong English and Maths skills.

What We Offer:

  • Opportunity to develop a career in Financial Services and Financial Advice.
  • Training and development within the business.
  • Working with Investments, Pensions, ISA, OEICS, and other financial products.