Financial Services Administrator

2 days ago

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

**Job Summary**

We are seeking an experienced Financial Services Administrator to join our team at Medlock Partners. As an IFA Administrator, you will play a crucial role in supporting our team of Paraplanners and Financial Planners in providing exceptional financial advice to our clients.

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
  • LOA administration and processes
  • Letter writing
  • Telephoning providers
  • Assist in the preparation of client reports and other documentation
  • Provide exceptional customer service and maintain a high level of professionalism in all interactions
  • Work closely with the team to achieve business objectives and goals

Requirements:

  • Previous experience working in a financial services organization
  • Strong understanding of regulations and compliance
  • Excellent administrative skills, including Microsoft Word, Excel, and Outlook
  • Ability to learn new software packages, such as our back-office system (Iress Adviser Office)
  • Excellent customer facing interactions and phone manner
  • Strong IT skills and ability to work in a fast-paced environment
  • Ability to take personal responsibility for the quality and timeliness of work

What We Offer:

  • A competitive salary and benefits package
  • The opportunity to work with a highly progressive and buoyant firm of Independent Financial Planners
  • A dynamic and supportive team environment
  • Professional development and training opportunities

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