IFA Administrator

Future Prospects Group Ltd

Salary

£28,000 to £28,000 a year

Location

Lincoln

Contract type

Full time

Job description

About

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.