Financial Services Coordinator

7 days ago

Leicester, Leicester, United Kingdom Medlock Partners Full time £26,000
IFA Administrator Opportunity

We are seeking an experienced IFA Administrator to join our team at Medlock Partners. As a key member of our administration team, you will play a vital role in supporting our Paraplanners and Financial Planners in delivering exceptional client service.

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 communication with clients and stakeholders
  • Provide administrative support to the Paraplanning and Financial Planning teams
  • Contribute to the development and implementation of compliance procedures
Requirements:
  • Proven experience in a financial services organization with a strong understanding of regulations and compliance
  • Excellent administrative skills, including Microsoft Office and ability to learn new software
  • Strong communication and interpersonal skills, with a focus on customer-facing interactions
  • Ability to work independently with minimal supervision and prioritize tasks effectively
  • Commitment to delivering high-quality work and achieving results in a fast-paced environment
About Us:

Medlock Partners is a progressive and buoyant firm of Independent Financial Planners dedicated to providing bespoke financial advice to our clients. We are proud to be an equal opportunities employer and welcome applications from candidates of all backgrounds and circumstances.

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