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Financial Services Administrator
2 months ago
Medlock Partners is seeking an experienced IFA Administrator to join their team in Leicestershire. This is a hybrid working role with a salary up to £26,000 (dependent on experience) and a range of benefits including Death in Service, Social Events, Exam Funding, Bonus Scheme, Free on-site parking, and On-site Gym.
As a highly progressive and buoyant Firm of Independent Financial Planners, Medlock Partners maintains an excellent relationship with their clients, providing bespoke Financial Advice. The successful candidate will work closely with a team of Paraplanners and Financial Planners, ensuring compliance with the Financial Services and Markets Act 2000 and relevant FCA rules at all times.
Key Responsibilities:- Comply with company procedures and regulations, including TCF, T&C, and financial crime procedures.
- Administer LOA processes and letters.
- Communicate with providers via telephone.
- Utilize Microsoft Word, Excel, and Outlook, with the ability to adapt to unfamiliar software packages.
- Provide excellent customer-facing interactions, with good administration skills, phone manner, and IT skills.
- Take personal responsibility for the quality and timeliness of work, achieving results with minimal supervision.
Medlock Partners is an equal opportunities employer and welcomes applications from experienced IFA Administrators who are well-presented and able to work in a fast-paced environment.
