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IFA Administrator
Job Posted: 22 days ago
Salary: £ 25,000 - 35,000 / Annum
Job Type: Permanent
Location: Folkestone, Kent
Expire in: 6 days
Job Description
PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone.This is an excellent opportunity for someone who enjoys responsibility, takes pride in high-quality work, and wants to demonstrate they can successfully run the administration function of a busy office while managing and supporting others.
Reporting directly to the Senior Adviser, you will be responsible for the day-to-day administration of the business, ensuring smooth office operations and robust compliance standards.
This role would ideally suit someone who wants to prove they can manage people, processes and responsibility within a small office environment, with scope to grow as the business develops.
Key Responsibilities:
* 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
Key Skills & Qualifications:
* 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: £25,000 – £35,000 (depending on experience)
This is an excellent opportunity to work with a well-established and professional company. If you feel you have the relevant experience, then please apply with an up-to-date CV. If you have not been contacted within a week, you should assume that you have been unsuccessful at this timeBefore You Apply
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Looking for your next career move? Join a top company hiring IFA 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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