Junior IFA Administrator

1 week ago


Melbourne, Victoria, Australia Lime People Search & Select Ltd Full time


My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.

We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers 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 ideally have a couple of years of Office Administration experience within any sector.

We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business.

It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning.

We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.

#J-18808-Ljbffr

  • Melbourne, Victoria, Australia SMAART Recruitment Full time

    Are you ready to jump-start your career in a dynamic, fast-paced environment?Join as a Junior Administration & Office Coordinator and become an integral part of our innovative in-home wellness products team. We are dedicated to promoting well-being through our unique product range. As a multi-national company with a family-oriented culture, we take pride in...


  • Melbourne, Victoria, Australia Nexia Australia And New Zealand Full time

    Receptionist/ Junior Administrator30th April, 2024At Nexia Melbourne our purpose is to connect people with their true potential, by giving them the insight, advice and support they need to navigate to success - this role will be invaluable in helping us service our diverse client portfolio and help them meet their regulatory goals. We have a team of 90...


  • Melbourne, Victoria, Australia Lime People Search & Select Ltd Full time

    My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very...


  • Melbourne, Victoria, Australia DisplayWise Full time

    Unlock Your Career Potential as a Junior Sales AdministratorReady to kickstart your career in a dynamic and thriving industry? Look no further We're offering an immediate start for a full-time Junior Sales Administrator at our Thomastown office in VIC.Office-Based Learning:Dive into the exciting world of sales from the ground up Our team at DisplayWise is...


  • Melbourne, Victoria, Australia Engage Personnel Full time

    Fun, Vibrant and Friendly Firm Be Part of a Close Knit Team Excellent role with Variety & Training Close to Train Station Great Location in the heart of South YarraOur client is a highly reputable boutique accounting firm based in the heart of South Yarra. You will be close to public transport and excellent amenities.As this is a small firm your role as...


  • Melbourne, Victoria, Australia Engage Personnel Full time

    Our client is a highly reputable boutique accounting firm based in the heart of Southbank You will be close to public transport and excellent amenities. As this is a small firm your role as Junior Office Administrator is varied and will also require you to assist with the day to day running of the office. Your duties will include:Preparation of documents...


  • Melbourne, Victoria, Australia Schools (Government) Full time

    Location: Melbourne | Western MetropolitanJob type: Full time / From 18/03/2024Organisation: Schools (Government)Salary: Salary not specifiedOccupation: Administration/SecretarialReference:Selection Criteria:SC1. Detail-oriented with excellent time management, planning and organisational skills.SC2. Calm, confident, diplomatic, and positive approach to...


  • Melbourne, Victoria, Australia Conquest Personnel Pty Ltd Full time

    Junior Accounts and Administration Officer - learn from an experienced MentorTHE COMPANY This is a global company Located in Chelsea Heights Great company people stay long term This is a company that looks after their employees they focus on culture and have wellbeing programs and other initiativesTHE ROLE You will work with an experienced boss as a mentor...


  • Melbourne, Victoria, Australia Nexia Australia And New Zealand Full time

    02nd February, 2024At Nexia Melbourne our purpose is to connect people with their true potential, by giving them the insight, advice and support they need to navigate to success - this role will be invaluable in helping us service our diverse client portfolio and help them meet their regulatory goals. We have a team of 90 professional and support staff...


  • Melbourne, Victoria, Australia Engage Personnel Full time

    Windsor Location -Walking distance from Public Transport and Free Parking Lots of team activities Friday lunches on Chapel Street Competitive Salary and ongoing career progressionA fantastic opportunity for an Junior Receptionist/Administrator with a professional services background to join a social and supportive team.- Windsor Location Walking distance...


  • Melbourne, Victoria, Australia Placing Heads Full time

    Located in Moorabbin Easy Parking Mobile phone providedThe search is on Our great clients require a Junior Administration Assistant who is able to support a warm and welcoming team and add value to the system._The Company_Our clients are specialists in Local Area Marketing and their job is to convert people to customers. They have created one of Australia's...


  • Melbourne, Victoria, Australia Capstone Recruitment Pty Ltd Full time

    We currently seek Junior Database Administrators (DBA - Platform Support)The Client: Work with a key player in the Utilities/Energy sector. They have exceptional capabilities in managing and executing projects, from infrastructure upgrades to renewable energy initiatives along with their commitment to innovation and sustainability. By leveraging IT and...


  • Melbourne, Victoria, Australia Woods & Co Recruitment Full time

    Woods & Co Recruitment have partnered with a prestigious and renowned wealth management firm located in the melbourne CBD. They are seeking an exceptional Junior Portfolio Administrator to join their team. What's in it for you? Convenient CBD office locations Full-time hours, Monday - Friday Supportive team culture and environment Reward and recognition...


  • Melbourne, Victoria, Australia Engage Personnel Full time

    Junior Legal Secretary - kick start your career Excellent culture in the firm Career progression options to build your career in legal supportAn amazing opportunity for a Junior Legal Secretary has arisen to join a fantastic growing boutique personal injury firm in Melbourne's west.- Junior Legal Secretary - kick start your career:Excellent culture in the...

  • Trainee Paraplanner

    1 week ago


    Melbourne, Victoria, Australia Lime People Search & Select Ltd Full time

    Work Hours: Full TimeAbout this OpportunityOur client is a Financial Advisory, Asset Management & Stockbroking firm, specializing in providing top-notch Financial Advice to Individuals and Businesses. We are looking for a new member to join our Paraplanning team as a Trainee. In this role, you will be responsible for evaluating new business submissions based...

  • Office Junior

    1 week ago


    Melbourne, Victoria, Australia Pinpoint Property Recruitment Full time

    We have a fantastic opportunity for an Office Junior to join our dynamic team, where you'll play a crucial role in both administrative support and mailroom operations.About the Organisation:An extremely reputable company in the facilities management space, known for their commitment to excellence and client satisfaction. With integrity, respect,...


  • Melbourne, Victoria, Australia TDRecruitment Full time

    Junior Executive Assistant: Admin / Secretarial / Office Support Office Junior / Assistant Melbourne Permanent / Full Time10/1/202- BEGIN YOUR JOURNEY NOW TOWARDS AN EXEXCUTIVE ASSISTANT POSITION LONG TERM CAREER OPPORTUNITY OUTSTANDING TEAM CULTUREOur client is an established provider of experienced, qualified nursing staff to Care Facilities and Home...


  • Melbourne, Victoria, Australia Give A Grad A Go Full time

    A competitive salary of $60k-$66k (including super) Supportive and encouraging work culture Hybrid work environment 2 days in office**Company profile Accounting firm**This leading accounting firm are looking for standout Junior Marketing Assistant to join their growing marketing team. With over 100 years in the industry, they are pioneers in accounting and...

  • Junior Data Analyst

    1 week ago


    Melbourne, Victoria, Australia Adecco Full time

    Immediate start Well known global brand Scoresby locationImmediate start available for Junior Analyst with Data Entry experience, full time hours available to work with reputable well known brand.Client DetailsThe Adecco Group is the world's leading provider of HR solutions. We deliver recruitment and career services to organisations and individuals across...

  • Junior Data Analyst

    1 week ago


    Melbourne, Victoria, Australia Adecco Full time

    Immediate start Well known global brand Scoresby locationImmediate start available for Junior Analyst with Data Entry experience coming from a marketing perspective, full time hours available to work with reputable well known brand.Client DetailsThe Adecco Group is the world's leading provider of HR solutions. We deliver recruitment and career services to...