Administrative Support Professional

3 weeks ago


Leicester, Leicester, United Kingdom Medlock Partners Full time

An exciting opportunity has become available at Medlock Partners, a leading Firm of Independent Financial Planners.

Job Summary:

The successful candidate will be responsible for providing administrative support to the Financial Planning team, including LOA administration and processes, letter writing, and telephoning providers.

Key Responsibilities:

  • Maintain compliance with the Financial Services and Markets Act 2000 and relevant FCA rules
  • Provide exceptional customer service and support
  • Develop strong relationships with Clients and internal stakeholders

About the Role:

  • Up to £26,000 salary (dependent on experience)
  • Opportunity to work with a dynamic and progressive team
  • Range of benefits, including death in service and social events

Requirements:

  • Previous experience in a financial services organisation
  • A working knowledge of Microsoft Office applications
  • Excellent communication and interpersonal skills
  • Ability to learn new software packages


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