We are seeking an IFA 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., As an IFA 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
Excellent communication skills, a good understanding of Word, Excel, Outlook and Teams - Previous understanding of investments, pensions and protection or working within a financial services environment
- 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
As an IFA 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
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IFA Administrator in Lincoln employer: Future plc
At Future, we pride ourselves on being a dynamic and inclusive employer that champions professional growth and innovation. As an Agency Trading Director based in our vibrant London Paddington office, you'll enjoy a collaborative work culture, uncapped leave, and enhanced parental benefits, all while leading strategic agency relationships that drive meaningful impact across our extensive portfolio. With opportunities for profit sharing and a commitment to diversity, Future is the ideal place for ambitious professionals looking to make their mark in the media landscape.
