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, which is 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 to take 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. Financial Administrator - Job Description: Supporting IFAs and Paraplanners with administrative duties, which include: 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 Financial Administrator 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 the Level 4 Diploma in Financial Planning English and Maths GCSEs Minimum two years’ experience working in an IFA practice Benefits: Salary £22,000 - £30000 DOE NEST Pension Discretionary bonus Funded training and development support Flexible and supportive family business environment 20 days' holiday plus public holidays