Lincoln, Full Time, Permanent
Up to £28,000 + discretionary bonus + benefits
We have an exciting opportunity for a IFA Administrator to join a fantastic client in Lincoln on a full-time, permanent basis. With a salary of up to £28,000 per annum DOE, plus a discretionary bonus, this role is ideal for someone with a keen eye for detail and excellent administrative skills.
THE ROLE
* Compliance with the Financial Services and Markets Act 2000 and relevant FCA rules, as well as regulatory requirements and company policies.
* Adhering to compliance, Consumer Duty, T&C, and financial crime procedures, including anti-money laundering, data security, anti-bribery, fraud, and corruption.
* Keeping up to date with relevant product, legislative, and technical changes.
* Preparing documents for client meetings, packaging suitability letters, maintaining client files in SharePoint, and handling scanning and printing.
* Processing new business both online and via paper applications.
* Processing letters of authorities, preparing valuations, and updating platforms and providers.
* Communicating with clients and providers via phone, email, post, and occasionally face-to-face.
THE CANDIDATE
The ideal IFA Administrator will possess the following skills:
* Excellent communication skills, a good understanding of Word, Excel, Outlook and Teams
* Basic understanding of investments, pensions and protection
* The ability to learn and understand the firm’s record keeping requirements and compliance procedures
* Being self-motivated, efficient, thorough and forward thinking
* The ability to multi-task and manage several cases at once
THE BENEFITS
As an IFA Administrator, you will receive the following benefits:
* 25 days annual leave, increasing with length of service + birthday off
* Company pension
* Death in service
* Sick Pay
* Employee assistance plan
* Study leave
* Cycle to work scheme
Thank you for your interest in this vacancy and good luck with your application.
If you have not heard from a member of the Future Prospects team within 7 days from your application, please assume that your application has not been successful on this occasion. Unfortunately, due to the high volume of applications we receive, we are unable to provide individual feedback.
The services of Future Prospects are those of an Employment Agency
Salary description
£28000.00 - £28000.00 per year