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Financial Administrator
Job Posted: 22 hours ago
Salary: £ 22,000 - 30,000 / Annum
Job Type: Permanent
Location: Folkestone, Kent
Expire in: a month
Job Description
PSM Recruitment have a new and exciting opportunity for a Financial Administrator based in Folkestone. This is a full time, office based role, 37.5 hours per week, Monday - Friday.
The company are a small, family owned IFA practice, who are expanding and looking for a highly experienced Financial Administrator to join the team. There are career progression opportunities if desired and the successful candidate will need to take pride in their work, produced to the highest standard, be highly motivated and ethical with the same honesty and integrity that is the ethos of the company.
Job Description:
Job description:
Supporting IFAs and Paraplanner with administrative duties, which includes, but is not exclusive to:
* Processing new business applications within deadlines
* Checking incoming case submissions for missing information and obtaining any missing information
* Liaising directly with product providers
* Preparing and sending invoices
* Maintaining accurate client records – obtaining, inputting and updating client information and policies on the back office system
* Processing LoAs from start to finish
* Preparing client reports and analytical data
* Filing & photocopying
* General office admin duties
* Effectively handling and processing all client and prospective client communications & enquiries
* Greeting and escorting visitors
Skills required:
* Knowledge of back office systems (Intelliflo desirable)
* Excellent attention to detail
* Competent use of Excel, Word, Outlook and Adobe
* Excellent communication & written presentation skills
* Enthusiastic and willing to learn and develop
* Experience in processing mortgage, protection and investment applications (Fidelity & Quilter platforms desirable)
* Studying, or planning to study, towards Level 4 Diploma in Financial Planning
* English GCSE and Maths GSCE
* Minimum two years’ experience working in an IFA practice
Salary £22,000 - £30000 DOE
Benefits:
* NEST Pension
* Discretionary bonus
* Funded training and development support
* Flexible and supportive family business environment
* 20 days holiday plus public holidaysBefore You Apply
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Looking for your next career move? Join a top company hiring Financial Administrator job near me in Folkestone, Kent! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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