IFA 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 looking for an IFA Administrator on a full-time, permanent basis. The role offers up to £28,000 per year DOE, plus a discretionary bonus and benefits.

You will support compliance with FSMA and FCA rules, process new business, prepare documents for client meetings, maintain client files in SharePoint, and communicate with clients and providers by phone, email, and post. An eye for detail and strong administrative skills are essential.

Qualifications

• Excellent communication skills and proficiency in Word, Excel, Outlook, and Teams.
• Basic understanding of investments, pensions and protection.
• Ability to learn the firm’s record-keeping requirements and compliance procedures.
• Able to multi-task and manage several cases at once.

Responsibilities

• Compliance with the Financial Services and Markets Act 2000 and FCA rules.
• Adhering to Consumer Duty, T&C, and financial crime procedures including AML, data security, anti-bribery, fraud and corruption.
• Keeping up to date with product, legislative and technical changes.
• Preparing documents for client meetings, packaging suitability letters, and maintaining client files in SharePoint.
• Handling scanning and printing and processing new business both online and paper applications.
• Processing letters of authority, preparing valuations, and updating platforms and providers.
• Communicating with clients and providers via phone, email, post, and occasionally face-to-face.

Skills

Communication

Multi-tasking

Tools

MS Office

Job description

IFA Administrator

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

• 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

• 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