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- Tasks: Manage office administration and support the team in a busy environment.
- Company: Family-owned financial services firm with a supportive culture.
- Benefits: Competitive salary, professional development, and a chance to grow with the company.
- Other info: Opportunity for career growth in a well-established company.
- Why this job: Showcase your skills in a dynamic role with real responsibility and impact.
- Qualifications: Experience in IFA practice and strong communication skills required.
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
Contact Detail:
PSM Recruitment Ltd Recruiting Team
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, especially those who work in IFA practices. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to IFA administration. Think about how you can showcase your attention to detail and experience with back office systems. We want you to shine!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It shows you’re keen and professional, which is exactly what they’re looking for.
✨Tip Number 4
Apply through our website for the best chance at landing that IFA Administrator role. We love seeing candidates who take the initiative to connect directly with us. Plus, it makes tracking your application easier!
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 tech-savviness and attention to detail!
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 perfect 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 new business applications and maintaining client records. This will show that you're not just interested in the role but also prepared to hit the ground running.
✨Showcase Your Attention to Detail
Since this role requires excellent attention to detail, be ready to provide 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 to share will highlight your capability.
✨Communicate Clearly
Strong communication skills are a must for this position. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask during the interview about the company culture or team dynamics, as this shows your interest and helps you gauge if it's the right fit for you.
✨Demonstrate Your Enthusiasm
Let your passion for the role shine through! Talk about why you’re excited about the opportunity to work in a family-owned company and how you see yourself growing with them. Employers love candidates who are genuinely enthusiastic about their work and the company’s mission.