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IFA Administrator

Medlock Partners Limited
Posted 18 days ago, valid for 7 days
Location

Leicester, Leicestershire LE8 4HQ

Salary

£28,000 - £2 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The IFA Administrator position is based in Leicestershire with a hybrid working model.
  • The salary for this role is up to £28,000, depending on experience.
  • Candidates should have at least 2 years of experience in administration, preferably within a financial services organization.
  • The role involves working closely with Paraplanners and Financial Planners while ensuring compliance with relevant regulations.
  • The company offers benefits such as death in service, social events, exam funding, a bonus scheme, and free on-site parking and gym access.
IFA Administrator, Leicestershire based Hybrid workingSalary up to £28,000 (Experience dependant)Death in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym   Candidates who offer 2 years and more experience within Administration will also be considered for this Opportunity and will be offered full support and training to build a career within the Industry.  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.
 To be considered you will need to have industry related experience and will ideally be working towards industry related exams, OR be passionate about obtaining the Level 4 Diploma. 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.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.