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 time.