Financial Services Administrator

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

Financial Services Administrator

Lincoln, Full Time, Permanent

Up to £28,000 per annum DOE + discretionary bonus

We are seeking an Financial Services Administrator to join our Lincoln based client on a full time permanent basis. You’ll be providing administration support to senior members of the team ensuring the company is represented in a professional and courteous manner.

THE ROLE

As an Financial Services Administrator, your key duties will be the following:

• Always comply with the Financial Services and Markets Act 2000 and the relevant FCA rules, as well as, regulatory requirements and company policies
• Comply with the relevant compliance, Consumer Duty, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the firm at all times
• Keep up to date with all relevant product, legislative and technical changes
• Preparing documentation for client meetings, packaging suitability letters, keeping the client files up to date in SharePoint, scanning and printing, keeping detailed file notes
• Maintaining accurate client data, policy information, and critical records using a back-office system
• Processing new business both online and via paper applications
• Responding to ad-hoc enquiries, processing letters of authorities, preparing valuations, updating platforms and providers
• Communicating with clients and providers via phone, email, post and occasionally face to face, assisting with incoming and outgoing post
• Occasionally providing administration support for local marketing initiatives

THE CANDIDATE

The ideal Financial Services 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
• Good understanding of the major platforms and providers and up to date knowledge of their websites and forms
• Being self-motivated, efficient, thorough and forward thinking
• The ability to multi-task and manage several cases at once
• Self-organised and able to prioritise workload to meet agreed deadlines
• Proactive, high standards of accuracy and attention to detail

THE BENEFITS

As an Financial Services 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