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Financial Services Administrator
2 months ago
Job Summary:
We are seeking an experienced Administrator to join our team of Independent Financial Advisers in Leicestershire. As a key member of our administration team, you will be responsible for providing high-quality administrative support to our Financial Planners and Paraplanners.
Key Responsibilities:
- Comply with the Financial Services and Markets Act 2000 and relevant FCA rules at all times
- Administer LOA processes and maintain accurate records
- Develop and maintain effective relationships with clients and providers
- Provide exceptional customer service and support to our clients and colleagues
- Work collaboratively with the team to achieve business objectives
- Stay up-to-date with industry developments and regulatory requirements
Requirements:
- Proven experience in a financial services administration role
- Excellent communication and interpersonal skills
- Ability to work accurately and efficiently in a fast-paced environment
- Strong organizational and time management skills
- Proficiency in Microsoft Office and ability to learn new software
What We Offer:
- A competitive salary and benefits package
- Opportunities for professional development and growth
- A dynamic and supportive work environment
- Hybrid working arrangements
About Us:
Our client is a highly progressive and buoyant Firm of Independent Financial Planners, committed to providing exceptional financial advice to their clients. We are passionate about delivering outstanding service and building long-term relationships with our clients and colleagues.
