Administrative Assistant

4 days ago


Leicester, Leicester, United Kingdom Medlock Partners Full time £26,000

Job Summary

Medlock Partners is seeking an experienced IFA Administrator to join their team. As a key member of the organization, you will be responsible for providing administrative support to the financial planning team.

Key Responsibilities

  • Comply with regulatory requirements and maintain accurate records
  • Process new business applications and ensure timely completion of administrative tasks
  • Provide exceptional customer service and maintain a professional demeanor
  • Assist with LOA administration, valuations, and letter writing
  • Perform general administrative duties as required

Requirements

  • Industry-related experience and knowledge of financial services regulations
  • Excellent administrative skills, including Microsoft Office proficiency
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Self-motivated and organized with a strong work ethic

What We Offer

Medlock Partners is a professional services recruitment specialist operating across the Northwest of England. We offer a dynamic and supportive work environment, with opportunities for growth and development.



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