This IFA Administrator job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals.
You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.
In your role as an IFA Administrator, your duties will include:
Processing of new business applications on all types of Pensions, Investments & Protection
Liaising with product providers
Producing illustrations, comparison quotations including the collating of literature and pre-population of applications
Processing letters of authority
Updating client portfolios for annual reviews and printing reports
Completion of ad hoc administration and requests on behalf of the team
Diary management- scheduling/rescheduling appointments
Occasional meeting & greeting of clients/visitors to the office
Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial pla...