Administrator Financial Services

TN United Kingdom; Metropolitan Borough of Solihull; Hybrid; GBP 25,000 - 35,000; Part time

Job summary

An established industry player seeks a Financial Promotions Support Officer to join their dynamic team in Solihull. This role offers the opportunity to provide expert support in financial promotions while ensuring compliance with FCA regulations. You will assist internal and external stakeholders, manage social media licensing, and develop marketing materials. With a focus on career progression, the company supports your growth through potential sponsorship of regulatory qualifications. If you have a passion for finance and a desire to excel in a supportive environment, this is the perfect opportunity for you.

Qualifications

• General knowledge of FCA regulation including TCF.
• Desire to learn and grow with the role and regulatory requirements.

Responsibilities

• Provide guidance on financial promotions ensuring compliance.
• Manage social media licensing process and maintain records.
• Develop sales and marketing materials to support business objectives.

Skills

FCA Regulation Knowledge

Communication Skills

Organizational Skills

Microsoft Office

Analytical Skills

Ability to Work Under Pressure

Education

GCSE Standard

Tools

Microsoft Office

Job description

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Client:

LSL Property Services Plc

Location:

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

e1049eda9f1d

Job Views:

12

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

Job Locations

UK-Solihull

Job Profile

Financial Promotions Administrator

Part of LSL Property Services plc, PRIMIS Mortgage Network are the largest Mortgage and Protection Network in the UK with some 1000 firms as business partners and circa 3000 advisors working alongside us.

PRIMIS offer world class support to our partner firms nationally through a multitude of support services which include our financial crime prevention team located in the PRIMIS HQ on the Birmingham Business Park, Solihull.

We are eager to recruit a Financial Promotions Support Officer / Administrator into our existing Financial Promotions team whom are based out of the Solihull offices (and partly from home).

Role Purpose:

To provide expert support to internal and external stakeholders, providing an initial point of guidance in relation to the full range of financial promotions, with specific focus and specialism in business stationery and social media licencing. Providing administrative support to the Financial Promotions function, playing a vital role in the functions objective of delivering a world-class experience in supporting brokers in achieving their financial promotions objectives in a compliant and effective manner.

Development opportunities and support to be an integral part of the role, including the potential of group sponsorship of regulatory qualifications, in order to develop specialist technical knowledge in our industry sector and support career progression.

Key Accountabilities:

• Provide assistance and guidance to advisers so that all financial promotions are compliant ensuring the customer is at the heart of everything we do.
• Ensure relevant policies and procedures are updated as necessary where things change.
• Follow FCA rules and guidelines for financial promotions and adhere to the B2B and B2C approval processes.
• Lead role in the assessment and approval of AR business stationery.
• Assist in the management of the social media licencing process, including day to day management of function record keeping and assessment/approval of individual social media licence applications.
• Oversight of Financial Promotions Outlook in-box to ensure timely acknowledgement of all submissions and assignment distribution of submitted promotions to the Financial Promotions Consultants
• Maintain Toolbox department registers in order to demonstrate SLAs are met. This will include approval notifications and KPIs which will allow the production of timely management information.
• Work with colleagues to develop sales and marketing materials that support the delivery of key business objectives.
• Provide timely and accurate MI and data for your work on a regular basis.
• Identify risks and opportunities within your workload and highlight to ensure continual development in output and service, as well as risk mitigation within financial promotions.
• Provide support across the team where required.
• To undertake any additional adhoc duties, as well as support the wider team when necessary in order to support the business in achieving its overall objectives.

Ideal Experience and Knowledge:

• General knowledge of FCA regulation including TCF
• Desire to learn and to grow with the role and regulatory requirements via both on-job training and self study
• Ability to work under pressure and to tight deadlines
• Good communication skills (both written and verbal)
• Ability to deal with difficult conversations
• Excellent organisational skills
• Good level of English and grammar
• Ability to gather, analyse and evaluate facts and to prepare MI
• Ability to act with discretion
• Computer literacy with Microsoft Office
• Ability to work unsupervised
• Preference for minimum 1 years’ experience in the financial services sector
• Experience of high-quality service delivery when dealing with customers

Qualifications

• Educated to GCSE standard
• Ability and desire to obtain regulatory qualifications (eg CeMAP)

Location – Birmingham Business Park in Solihull B37 7YT - with a circa 50/50 split between working from Home / Office available