Financial Services Admin - Compliance & Client Support

Future Prospects Group Ltd; Lincoln; On-site; GBP 25,000 - 31,000; Full time

Benefits offered by this job

25 days annual leave

Company pension

Death in service

Sick Pay

Employee assistance plan

Study leave

Cycle to work scheme

Job summary

Future Prospects Group Ltd in Lincoln is seeking a Financial Services Administrator to provide vital admin support to senior team members, ensuring professional client service and accurate record keeping.

You will handle compliance tasks, process new business, maintain client data in the back-office system (SharePoint), and assist with ad-hoc duties including marketing support and post handling. The role offers a stable permanent position with a salary up to £28,000 and a discretionary bonus.

Qualifications

• Strong MS Word, Excel, Outlook and Teams skills.
• Basic understanding of investments, pensions and protection.
• Ability to learn firm’s record keeping and compliance procedures.
• Able to multi-task and manage several cases with accuracy.

Responsibilities

• Comply with FCA rules, financial crime procedures and company policies.
• Process new business online and via paper applications.
• Maintain accurate client data and policy information in back-office systems.
• Prepare documentation for client meetings and keep files up to date in SharePoint.
• Provide administrative support for local marketing initiatives.

Skills

Excel

Word

Outlook

Teams

Investments knowledge

Tools

SharePoint

Job description

Future Prospects Group Ltd in Lincoln is seeking a Financial Services Administrator to provide vital admin support to senior team members, ensuring professional client service and accurate record keeping.

You will handle compliance tasks, process new business, maintain client data in the back-office system (SharePoint), and assist with ad-hoc duties including marketing support and post handling. The role offers a stable permanent position with a salary up to £28,000 and a discretionary bonus.