Client Administrator
2 weeks ago
IFA Administrator, Leicestershire based
Hybrid working
Salary up to £26,000 (Experience dependant)
Death in Service
Social Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym
Our Client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring IFA Administrator to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners.
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.
Ideal skills and experience:
- 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.
Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy. Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities.
Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion.
-
Administrative Assistant
1 month ago
Leicester, UK, Leicestershire, United Kingdom Burgh Recruitment Full timeAdministrative AssistantLocation - LeicesterSalary - Up to £30,000 (DoE)Hours - Full time / In Office Are you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function within a busy office?You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. The...
-
IFA Administrator
1 month ago
Leicester, UK, Leicestershire, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and FundingWe are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the business...
-
independant financial administrator
2 months ago
Leicester, UK, Leicestershire, United Kingdom Pertemps Network Group Full timeJob role: Financial Planning AdministratorSalary: 23k-28k Location: LeicesterWhy Join Us?• Competitive salary• Workplace pension with provider and funds• 23 days holiday allowance, plus public holidays• Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year• Private medical scheme following successful completion...
-
Client Assistant
1 month ago
Leicester, UK, Leicestershire, United Kingdom Shakespeare Martineau Full timeClient Assistant - Private ClientLocation: Leicester – based within the office at least 3 days each weekThe opportunityFor this role you will act as a trusted liaison between the fee earners and our clients as well communicating with our central teams internally to facilitate smooth and efficient outcomes for the team. Working as part of a large and...
-
IFA Administrator/ Trainee Paraplanner
2 months ago
Leicester, UK, Leicestershire, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the...
-
Leicester, UK, Leicestershire, United Kingdom Pavilion Recruitment Solutions Full timeFinancial Services Administrator – Employee BenefitsSalary up to £25,000Leicester - HybridThe roleJoin a leading insurance specialist, industry-recognised for being people-first.This role is a 12-month fixed-term contract, with the potential to transition into a permanent position.Our client is looking for a strong administrator to work within their...
-
Financial Advisor
4 months ago
Leicester, UK, Leicestershire, United Kingdom St. James’s Place Full timeNarwal Wealth Management:Job Title: Adviser Location: Leicester Minimum Requirements: Level 4 Diploma in Regulated Financial Planning or equivalent diploma. Earnings: Employed opportunity with a bank of clients provided. Are you:Someone who has a client-centric approach and mindsetSomeone who thrives on developing strong and lasting professional...
-
Account Executive
4 weeks ago
Leicester, UK, Leicestershire, United Kingdom Pure Table Top | Certified B Corp Full timeAccount Executive - Competitive Salary - Leicester, LeicestershireThe RoleDo you have a flair for product development in homeware? Are you a seasoned professional at managing client relationships with ease? If so, we are looking for an energetic Account Executive to join our team.In this role, you will collaborate closely with our Senior Account Manager to...
-
Building Surveyor
1 month ago
Leicester, UK, Leicestershire, United Kingdom Bennett & Game Recruitment Limited Full timeOur client is a well-established and growing specialist and multi-disciplined surveying consultancy who are looking for a Building Surveyor to join their growing company, based from their head office in Leicester.They are a specialist in providing building surveying services, academy surveying, funding and estates strategy planning to their education clients...
-
Sales Assistant
5 hours ago
Leicester, UK, Leicestershire, United Kingdom SLS Recruitment Ltd Full timeAre you looking for a new and exciting career?Fed up of your old job and looking for something exciting?Want to join a growing company that offers progression and travel opportunities? Our client are looking for people to join their busy Leicester office due to huge client demand. They are currently expanding, and have had roles become available full time...
-
Fulfillment Specialist
3 weeks ago
Leicester, UK, Leicestershire, United Kingdom Hays Full timeFulfilment Partner - AssociateLeicesterWho we are:At Hays, we believe in being long-term partners with our people as well as our customers. Together, we will work for your tomorrow, and the possibilities are endless. With over 50 years of business success, we have built a reputation as the world leader in specialist recruitment and workforce solutions. But...
-
Fulfillment Specialist
1 month ago
Leicester, UK, Leicestershire, United Kingdom HAYS Full timeFulfilment Partner - AssociateLeicester Who we are:At Hays, we believe in being long-term partners with our people as well as our customers. Together, we will work for your tomorrow, and the possibilities are endless. With over 50 years of business success, we have built a reputation as the world leader in specialist recruitment and workforce solutions. But...
-
Fulfillment Specialist
1 week ago
Leicester, UK, Leicestershire, United Kingdom HAYS Full timeFulfilment Partner - AssociateLeicester*February/ March Start Date* Assessment Centres & Interviews will be held in January Who we are:At Hays, we believe in being long-term partners with our people as well as our customers. Together, we will work for your tomorrow, and the possibilities are endless. With over 50 years of business success, we have built a...
-
Principal Investigator
5 hours ago
Leicester, UK, Leicestershire, United Kingdom Velocity Clinical Research, Inc. Full timeCompany DescriptionJob Summary:The Investigator is responsible for the conduct of the clinical trial at a trial site. Investigator responsibilities are centered around the planning, execution, management and oversight of assigned studies. The Investigator is responsible for ensuring the safety of clinical trial participants. An Investigator leads the...
-
Estate Surveyor
3 weeks ago
Leicester, UK, Leicestershire, United Kingdom Topps Tiles Full timeThere’s plenty about Topps Group that might surprise you. Like the scale of our Support Office in Leicester. We have Finance, Marketing, Buying, Central Operations, HR, Property, Customer Service and IT all under one roof. Tight-knit teams of talented people working together and working hard to get things done and drive results. But then, would you expect...
-
Recruitment Coordinator
3 weeks ago
Leicester, UK, Leicestershire, United Kingdom Hays Full timeRecruitment Coordinator Hays Leicester *Roles to commence in March- Assessments to commence in January due to volume of roles*About HaysAt Hays, we believe in being long-term partners with our people as well as our customers. Together, we will work for your tomorrow, and the possibilities are endless. Our business scale and our growth mindset allow people...
-
Estates and Acquisitions Manager
5 hours ago
Leicester, UK, Leicestershire, United Kingdom Topps Tiles Full timeThere’s plenty about Topps Group that might surprise you. Like the scale of our Support Office in Leicester. We have Finance, Marketing, Buying, Central Operations, HR, Property, Customer Service and IT all under one roof. Tight-knit teams of talented people working together and working hard to get things done and drive results. But then, would you expect...
-
Legal Secretary
2 months ago
Leicester, Midlands, Leicestershire, United Kingdom HAYS Full timeLegal Secretary Leicestershire £23k Perm Our client has a permanent vacancy for a Legal Secretary to join their conveyancing team to provide an efficient secretarial service to Solicitors within the department. Previous commercial conveyancing experience is advantageous. The role is full-timeThis friendly team is looking for someone with excellent...
-
Account Manager
2 months ago
Loughborough, UK, Leicestershire, United Kingdom Champions UK plc Full timeChampions (UK) plc is one of the UK’s leading brand agencies. We boast an enviable portfolio of regional, national and international clients and a whole host of industry awards. A family-owned business driven by traditional family values, Champions has grown consistently over the past 20 years. In that time, we’ve evolved enormously in response to the...
-
Event Operations Executive
1 month ago
Loughborough, UK, Leicestershire, United Kingdom RunThrough Full timeJOB TITLE: Event Operations ExecutiveJOB TYPE: Full-time (Including weekend work)SALARY: £23k – 26k (Depending on experience)BASED: Loughborough (Travel is involved for events)TYPE OF WORK: Operational/Events/Office-based/Remote workingSTART DATE: ASAPAPPLICATION DEADLINE: 21st November 2024A fantastic opportunity has arisen for a passionate, motivated...