At a Glance
- Tasks: Manage office administration and support the Senior Adviser in a busy environment.
- Company: Family-owned financial services company with a strong reputation.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Other info: Ideal for those looking to develop their career in financial planning.
- Why this job: Showcase your skills in a dynamic role with opportunities for growth.
- Qualifications: Experience in IFA practice and proficiency in back office systems.
The predicted salary is between 25000 - 35000 £ per year.
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 GCSE
- 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.
IFA Administrator employer: PSM Recruitment Ltd
At PSM Recruitment, we pride ourselves on being a family-owned company that values high-quality work and personal responsibility. Our supportive work culture in Folkestone fosters employee growth, offering opportunities to manage processes and people within a small office environment, ensuring that you can develop your skills while contributing to our success. Join us for a rewarding career where your contributions are recognised and valued.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, attend local events, and don’t be shy about letting people know you’re on the hunt for an IFA Administrator role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their success. Tailor your responses to highlight your experience with back office systems and client communication.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable discussing your skills and experiences. Focus on your attention to detail and how you’ve successfully managed processes in previous roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us. Good luck!
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in processing applications and managing client records, as these are key responsibilities for us.
Showcase Your Skills:Don’t forget to showcase your skills in Excel, Word, and any back office systems you’ve used. We love seeing candidates who can demonstrate their technical abilities clearly.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your previous experience makes you a great fit for our team.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at PSM Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of back office systems, especially Intelliflo if you can. Familiarise yourself with the key responsibilities listed in the job description, like processing applications and maintaining client records. This will show that you're not just interested in the role, but that you understand what it entails.
✨Showcase Your Attention to Detail
Since this role requires excellent attention to detail, prepare examples from your past work where you've demonstrated this skill. Whether it's catching errors in documents or ensuring compliance standards are met, having specific instances ready will help you stand out.
✨Communicate Clearly
As you'll be liaising with product providers and handling client communications, practice articulating your thoughts clearly. You might want to do a mock interview with a friend or family member to refine your communication skills and ensure you come across as confident and professional.
✨Demonstrate Your Enthusiasm
This company values someone who is enthusiastic and willing to learn. Be prepared to discuss how you plan to develop your skills further, such as studying for the Level 4 Diploma in Financial Planning. Showing that you're eager to grow within the role will make a positive impression.
