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Financial Services Coordinator

2 months 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 financial services organization, 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 strong relationships with clients and providers
  • Utilize Microsoft Office Suite, including Word, Excel, and Outlook, with the ability to adapt to new software packages
  • Provide exceptional customer service and maintain a professional phone manner
Requirements:
  • Proven experience in a financial services organization, with a strong understanding of regulations and compliance
  • Excellent administrative skills, with the ability to work independently and as part of a team
  • Strong IT skills, with the ability to learn new software packages quickly
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues

We are an equal opportunities employer and welcome applications from candidates of all backgrounds and circumstances. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.