Administrative Support Specialist

3 weeks ago


Doncaster, Doncaster, United Kingdom Lime Search & Select Ltd Full time

About Us

Lime Search & Select Ltd is a prominent player in the UK's Financial Advisory sector, offering expert services to clients and businesses.

We are currently seeking an Administrative Support Specialist - IFA to join our team, who will be responsible for supporting Financial Advisers and their clients through document production.

Job Responsibilities:

  1. Prepare review packs for Financial Advisors, ensuring timely delivery.
  2. Conduct research and gather information for valuations on various financial products.
  3. Utilize Intelligent Office to manage client records, complete fact finds, and ensure compliance.
  4. Upload review pack documents to a Digital Wealth Management platform for virtual meetings.

Essential Requirements:

  • At least 1-3 years of experience in Financial Services or Financial Advice.
  • Proficiency in Microsoft Office tools, including Word, Excel, Outlook, and a solid understanding of maths and English fundamentals.
  • A basic understanding of Intelligent Office would be beneficial.

Compensation Package:

The successful candidate can expect a salary of approximately £26,500 - £29,500 per annum, within a fixed-term 1-year contract that may lead to permanent employment opportunities.



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