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IFA Administrator

NJR Recruitment
Posted 16 hours ago, valid for 25 days
Location

Leicester, Leicestershire LE5 3TB

Salary

£22,000 - £26,400 per annum

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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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  • Our client offers a dynamic environment with a highly competitive basic salary and market-leading benefits.
  • The role requires 5 years of experience in an administration position within the professional services market.
  • Key responsibilities include compliance with financial regulations, maintaining professionalism in client interactions, and general administrative duties.
  • Candidates should possess strong IT skills, particularly in Microsoft Word, Excel, and Outlook, along with excellent customer-facing abilities.
  • The ideal candidate will be self-motivated, efficient, and adaptable, contributing positively to a fast-paced and growing firm.

Our client is extremely dynamic and provides an environment for driven individuals to thrive, you will be provided with a highly competitive basic salary and market leading benefits.

Responsibilities:

-Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules & regulations consistently

-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

-Keep up to date with all relevant financial product, legislative and technical changes, as required

-Maintain a high level of professionalism and courtesy in all client interactions

-Adhere to the company's ethos and values, consistently

-LOA administration and processes

-Processing new business applications

-Raising client appointment packs ahead of meetings

-Valuations

-Photocopying

-Letter writing

-Communicating regularly with providers

-General administrative duties when required

Ideal experience:

-5 years' experience working within an administration role, within the professional services market

-Understanding of regulations/compliance advantageous

-A working knowledge of Microsoft Word, Excel, and Outlook with the ability to get to grips with, what might be an unfamiliar software package

-Excellent customer facing interactions, good administration skills/phone manner and IT skills

-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

-Open to adapting to evolving work practices, with a flexible approach to tasks and processes

Our client is looking for someone with a can-do attitude, who is self-motivated, efficient, and hardworking and can work within a faced paced busy, professional, and growing firm.

Please quote REF:NJR15317

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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.