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Financial Services Administrator

2 months ago

Leicester, Leicester, United Kingdom Medlock Partners Full time
About the Role

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Medlock Partners. As a key member of our financial planning team, you will play a crucial role in ensuring the smooth operation of our business.

Key Responsibilities
  • Comply with regulatory requirements and maintain accurate records
  • Provide administrative support to our financial planners and paraplanners
  • Process new business applications and ensure timely completion of tasks
  • Develop and maintain strong relationships with clients and stakeholders
  • Stay up-to-date with industry developments and regulatory changes
Requirements
  • Relevant industry experience and knowledge of financial services regulations
  • Excellent communication and interpersonal skills
  • Ability to work accurately and efficiently in a fast-paced environment
  • Proficiency in Microsoft Office and ability to learn new software
  • Strong organizational and time management skills
What We Offer
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package
  • A chance to work with a reputable and established recruitment agency