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 totake 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 holidays
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