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.
For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.
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 planning with strong client relationships, as they know if that is done correctly, everything will follow from there.
The Company
Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand.
IFA Administrator Requirements
You must be an experienced IFA Administrator
You must have good written and verbal communication skills
Experience with IO would be advantageous but not essential
Our client is focused on values driven individuals who are motivated by delivering great service to clients
Paraplanner Benefits
Salary of £28,000 - £40,000 plus discretionary bonus
Company benefits include 10% company pension contribution, 25 days holiday plus bank holidays and cash plan
Office based role
No evenings or weekends work
Loyal team who enjoy working together and being valued for their input
Locations
Folkestone
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