Financial Services Administrator

4 days 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 administration team, you will play a vital role in supporting our Financial Planners and Paraplanners 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 procedures
  • Develop and maintain effective relationships with clients and stakeholders
  • Provide administrative support to the Financial Planning team
  • Ensure accurate and timely completion of administrative tasks
Requirements:
  • Proven experience in a financial services administration role
  • Excellent communication and interpersonal skills
  • Ability to work accurately and efficiently in a fast-paced environment
  • Strong IT skills, including Microsoft Office and ability to learn new software
  • Compliance with relevant regulations and procedures
What We Offer:
  • A competitive salary and benefits package
  • Opportunities for professional development and growth
  • A dynamic and supportive work environment
  • Flexible working arrangements

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.



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