IFA Administrator
3 days ago
We are seeking an experienced IFA Administrator to join our team at Medlock Partners. As a key member of our administration team, you will be responsible for providing administrative support to our financial planners and paraplanners.
Key Responsibilities:- Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times
- Comply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the company at all times.
- Keep up to date with all relevant product, legislative and technical changes, as required.
- Ensure all dealings with clients are carried out in a professional and courteous manner.
- Follow appropriate ethical standards within the company at all times
- LOA administration and processes.
- Process new business application.
- Making appointment packs.
- Valuations.
- Letter writing.
- Telephoning providers.
- General administrative duties when required.
- Someone who has worked in a financial services organisation who understands regulations/compliance.
- A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g., our back-office system (Iress Adviser Office).
- Excellent customer facing interactions, good administration skills/phone manner and IT skills
- Well-presented.
- Self-motivated and organised, with a good work ethic.
- Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision.
- Able to stay focused on tasks, despite distractions and interruptions.
- Be an integral part of the team – a good communicator, willing to input new ideas and suggestions to improve process.
-
IFA Administrator
4 days ago
Leicester, Leicester, United Kingdom Capio Recruitment Full timeJob Title: IFA AdministratorLocation: LeicesterSalary: £24,000 - £28,000 (experience dependent)Capio Recruitment is working with a well-established IFA firm in Leicester, providing client-centered excellence for over 40 years. They believe in thriving together, creating an enjoyable environment for their team and clients alike.This firm is seeking an...
-
IFA Administrator
3 days ago
Leicester, Leicester, United Kingdom Capio Recruitment Full timeJob Title: IFA AdministratorLocation: LeicesterSalary: £24,000 - £28,000 (experience dependent)Capio Recruitment is working with a well-established IFA firm in Leicester, providing client-centered excellence for over 40 years. They believe in thriving together, creating an enjoyable environment for their team and clients alike.This firm is seeking an...
-
IFA Administrator
4 days ago
Leicester, Leicester, United Kingdom Capio Recruitment Full timeJob OpportunityRole: IFA AdministratorLocation: LeicesterSalary: £24,000 - £28,000 (experience dependent)Capio Recruitment is working with a well-established IFA firm in Leicester, renowned for its client-centric approach and commitment to excellence. With a 40-year history, they have built a reputation for delivering tailored financial solutions that meet...
-
IFA Administrator
4 days ago
Leicester, Leicester, United Kingdom Capio Recruitment Full timeJob OpportunityRole: IFA AdministratorLocation: LeicesterSalary: £24,000 - £28,000 (experience dependent)Capio Recruitment is working with a well-established IFA firm in Leicester, renowned for its client-centric approach and commitment to excellence. With a 40-year history, they have built a reputation for delivering tailored financial solutions that meet...
-
IFA Administrator
2 days ago
Leicester, Leicester, United Kingdom Capio Recruitment Full timeJob OverviewCapio Recruitment is currently working with a well-established Financial Planning Firm in Leicester, seeking an ambitious and driven IFA Administrator to join their Client Support Team.The ideal candidate will be the first point of contact for clients and product providers, providing invaluable support to the Paraplanning and Advice team,...
-
IFA Administrator
2 days ago
Leicester, Leicester, United Kingdom Capio Recruitment Full timeJob OverviewCapio Recruitment is currently working with a well-established Financial Planning Firm in Leicester, seeking an ambitious and driven IFA Administrator to join their Client Support Team.The ideal candidate will be the first point of contact for clients and product providers, providing invaluable support to the Paraplanning and Advice team,...
-
Financial Services Administrator
2 weeks ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeIFA Administrator OpportunityMedlock Partners is seeking an experienced IFA Administrator to join their team in Leicestershire. This is a hybrid working role with a salary up to £26,000 (dependent on experience) and a range of benefits including Death in Service, Social Events, Exam Funding, Bonus Scheme, Free on-site parking, and On-site Gym.As a highly...
-
Financial Services Administrator
2 weeks ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeIFA Administrator OpportunityMedlock Partners is seeking an experienced IFA Administrator to join their team in Leicestershire. This is a hybrid working role with a salary up to £26,000 (dependent on experience) and a range of benefits including Death in Service, Social Events, Exam Funding, Bonus Scheme, Free on-site parking, and On-site Gym.As a highly...
-
Financial Services Administrator
2 weeks ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeIFA Administrator OpportunityMedlock Partners is seeking an experienced IFA Administrator to join their team in Leicestershire. This is a hybrid working role with a salary up to £26,000 (dependent on experience) and a range of benefits including Death in Service, Social Events, Exam Funding, Bonus Scheme, Free on-site parking, and On-site Gym.As a highly...
-
Financial Services Administrator
2 weeks ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeIFA Administrator OpportunityMedlock Partners is seeking an experienced IFA Administrator to join their team in Leicestershire. This is a hybrid working role with a salary up to £26,000 (dependent on experience) and a range of benefits including Death in Service, Social Events, Exam Funding, Bonus Scheme, Free on-site parking, and On-site Gym.As a highly...
-
Financial Planning Administrator
6 days ago
Leicester, Leicester, United Kingdom Capio Recruitment Full timeJob Opportunity: IFA AdministratorCapio Recruitment is working with a well-established IFA Firm in Leicester, seeking an ambitious and driven IFA Administrator to join their Client Support Team.This role is crucial to the success of the business, providing invaluable support to the Paraplanning and Advice team, ensuring regulatory requirements are met, and...
-
Financial Planning Administrator
6 days ago
Leicester, Leicester, United Kingdom Capio Recruitment Full timeJob Opportunity: IFA AdministratorCapio Recruitment is working with a well-established IFA Firm in Leicester, seeking an ambitious and driven IFA Administrator to join their Client Support Team.This role is crucial to the success of the business, providing invaluable support to the Paraplanning and Advice team, ensuring regulatory requirements are met, and...
-
Financial Services Administrator
2 weeks ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeIFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team at Medlock Partners. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and paraplanners.Key Responsibilities:Ensure compliance with the Financial Services and Markets Act 2000 and...
-
Financial Services Administrator
2 weeks ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeIFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team at Medlock Partners. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and paraplanners.Key Responsibilities:Ensure compliance with the Financial Services and Markets Act 2000 and...
-
Financial Services Administrator
1 week ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeJob Opportunity: IFA AdministratorWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Medlock Partners. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and paraplanners.Key Responsibilities:Ensure compliance with the Financial...
-
Financial Services Administrator
1 week ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeJob Opportunity: IFA AdministratorWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Medlock Partners. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and paraplanners.Key Responsibilities:Ensure compliance with the Financial...
-
Financial Services Administrator
4 days ago
Leicester, Leicester, United Kingdom Medlock Partners Full time £26,000IFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team at Medlock Partners, a highly progressive and buoyant Firm of Independent Financial Planners. Our client maintains an excellent relationship for providing bespoke Financial Advice to their Clients.About the RoleThe successful candidate will work closely with a team...
-
Financial Services Administrator
4 days ago
Leicester, Leicester, United Kingdom Medlock Partners Full time £26,000IFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team at Medlock Partners, a highly progressive and buoyant Firm of Independent Financial Planners. Our client maintains an excellent relationship for providing bespoke Financial Advice to their Clients.About the RoleThe successful candidate will work closely with a team...
-
Financial Planning Administrator
1 week ago
Leicester, Leicester, United Kingdom Capio Recruitment Financial Planning Full timeIFA Administrator RoleCapio Recruitment is working with a well-established IFA firm in Leicester, seeking an ambitious and driven IFA Administrator to join their Client Support Team.About the RoleThis firm has a 40-year history of providing client-centered excellence, deeply understanding client needs, and delivering solutions that suit them. They believe in...
-
Financial Planning Administrator
7 days ago
Leicester, Leicester, United Kingdom Capio Recruitment Financial Planning Full timeIFA Administrator RoleCapio Recruitment is working with a well-established IFA firm in Leicester, seeking an ambitious and driven IFA Administrator to join their Client Support Team.About the RoleThis firm has a 40-year history of providing client-centered excellence, deeply understanding client needs, and delivering solutions that suit them. They believe in...
