Lime Search & Select Ltd

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Graduate Investment Administrator

Job Description


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 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. Any knowledge of Pensions, Investments, Taxation & Protection products would be to your advantage. 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.


Additional information


VACANCY DETAILS

Company:
Financial Services

Location:
Wakefield

Wages:
£14-18k +bens +training



CLOSING DATE

Sep

30

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