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Financial Services Administrator

2 months ago


Leicester, Leicester, United Kingdom Medlock Partners Full time
Job Title: Administrator for Independent Financial Advisers

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.