Graduate Investment / IFA Administrator

Posted 9 April by Lime People Search & Select Ltd Easy Apply

Graduate Investment / IFA Administrator - Wakefield - £16.5k

My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading.


We are seeking a Graduate Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial Advisers) including processing and monitoring of new business applications, inputting advisor fee information onto internal systems, creating and managing client records, keeping client database up to date, communicating with clients and providers, dealing with surrender requests and other client queries and preparing valuations and illustrations.

We are seeking someone who has recently Graduated (2015-2017) from University within either Mathematics, Financial or related discipline with a grade of 2:2 or higher coupled with strong A level and GCSE grades. You will have a desire to work within Financial Services and any knowledge of Pensions, Investments, Taxation & Protection products would be to your advantage, although not required. Within this role you will also have the ability to study towards a Diploma in Financial Planning / Advice, so this would suit someone who is looking for that kind of career path.

Required skills

  • Graduate Entry
  • Graduate Level

Reference: 34859949

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