Administrator

  • Position: Administrator
  • Industry: Commercial > Admin, Secretarial, PA
  • Location: Lincoln, Lincolnshire

  • Job Type: Full Time, Permanent
  • Salary: £18K - £23K

Job Description

Administrator
Lincoln, Full time, Permanent
£18,000 - £23,000 DOE

We are recruiting for an Administrator to join our very well-established Lincolnshire based Client to provide administrative support to Financial Advisers and Paraplanners, assisting in the processing and onboarding of new clients and servicing of existing clients, adhering to strict FCA regulations.

Role and Responsibilities

  • Compose letters of authorities
  • Inputting client information, scanning and printing of documentation
  • Submitting applications to providers
  • Preparing and binding reports for client meetings
  • Providing administrative support to all advisers and staff members as needed
  • Comply with the Financial Services and Markets Act 2000 and relevant FCA rules at all times

Candidate

You should ideally possess the following experience:

  • Basic understanding of FCA rules, pensions and investments
  • Basic technical knowledge and computer literate
  • Experience with record keeping and compliance procedures
  • Self-motivated, efficient and forward thinking, able to multitask
  • Has a professional and proactive attitude to work
  • Able to build a rapport with clients and providers
  • High standards of accuracy and attention to detail

Experience working within financial planning and investment is desirable.

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.

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