Overview
Administrator, Office Administrator/ Coordinator, Administrative/Clerical Jobs in Brampton, England, UK at Future Prospects
Location: Brampton
Administrator
Lincoln, Full Time, Permanent
Up to £28,000 per annum DOE
We are seeking an experienced Administrator to join our Lincoln based client on a Full Time permanent basis. Youll be providing administration support to Senior members of the team ensuring the company is represented in a professional and courteous manner.
THE ROLE Â As an 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 Â The ideal Administrator will possess the following skills / experience:
2 years in a Financial Services setting (pensions, investments, retirement / estate planning)
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 firms 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 Â As a 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
Thank you for your interest in this vacancy and good luck with your application.
If you have not heard from a member of the Future Prospects team within 7 days from your application, please assume that your application has not been successful on this occasion. Unfortunately, due to the high volume of applications we receive, we are unable to provide individual feedback.
The services of Future Prospects are those of an Employment Agency.
Title: Administrator, Office Administrator/ Coordinator, Administrative/Clerical
Company: Future Prospects
Location: Brampton, England, UK
Category: Administrative/Clerical (Office Administrator/ Coordinator, Business Administration), Finance & Banking (Office Administrator/ Coordinator, Business Administration)
