Financial Planning Specialist
4 days ago
Medlock Partners, a highly progressive and buoyant Firm of Independent Financial Planners, offers an excellent opportunity for an aspiring IFA Administrator to join their organisation.
Salary: Up to £26,000 (dependent on experience)
Benefits:
- Death in Service
- Social Events
- Exam Funding Bonus Scheme
- Free on-site parking and on-site gym
The successful candidate will be working closely with a team of Paraplanners and Financial Planners, providing bespoke Financial Advice to Clients. Key responsibilities include LOA administration and processes, letter writing, telephoning providers, and maintaining compliance with the Financial Services and Markets Act 2000 and relevant FCA rules.
Requirements:
- Previous experience in a financial services organisation
- A working knowledge of Microsoft Word, Excel, and Outlook
- Ability to learn new software packages
- Excellent customer facing interactions and IT skills
- Well-presented and able to work with minimal supervision
About Medlock Partners:
- We maintain an excellent relationship with our Clients, providing bespoke Financial Advice
- Ongoing growth and recent promotions have created this exciting opportunity
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