Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage office admin, process applications, and maintain client records in a busy environment.
- Company: Family-owned financial services company based in Folkestone.
- Benefits: Salary between £25,000 and £35,000, depending on experience.
- Other info: Opportunity to thrive in a supportive and fast-paced office.
- Why this job: Join a dynamic team and grow your career in financial planning.
- Qualifications: At least two years’ experience in an IFA practice and studying for Level 4 Diploma.
The predicted salary is between 25000 - 35000 £ per year.
A family owned financial services company based in Folkestone is seeking an experienced IFA Administrator / Junior Paraplanner. You will manage the administration function of a busy office, ensuring smooth operations and compliance.
Key responsibilities include:
- Processing business applications
- Client record maintenance
- Handling communications
Ideal candidates will have at least two years’ experience in an IFA practice and be studying towards Level 4 Diploma in Financial Planning. The position offers a salary between £25,000 and £35,000, depending on experience.
IFA Admin & Junior Paraplanner — Growth in a Busy Office in Kent employer: PSM recruitment Ltd
Contact Detail:
PSM recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Admin & Junior Paraplanner — Growth in a Busy Office in Kent
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know someone at the company you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial planning and compliance. We want you to show off your skills and experience, so think about how your past roles have prepared you for this IFA Admin & Junior Paraplanner position.
✨Tip Number 3
Don’t forget to follow up after your interview! A quick thank-you email can keep you fresh in their minds and shows that you’re genuinely interested in the role. Plus, it’s a great chance to reiterate why you’d be a perfect fit.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Admin & Junior Paraplanner — Growth in a Busy Office in Kent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in IFA administration and paraplanning. We want to see how your skills match the role, so don’t be shy about showcasing your relevant experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial services and how your background makes you a great fit for our busy office. Keep it engaging and personal.
Showcase Your Qualifications: If you're studying towards your Level 4 Diploma in Financial Planning, make sure to mention it! We love seeing candidates who are committed to their professional development and eager to grow with us.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at PSM recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the role of an IFA Administrator. Familiarise yourself with key terms and processes, especially those related to business applications and client record maintenance. This will show that you're not just a candidate, but someone who understands the industry.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience in an IFA practice. Think about times when you successfully managed administration tasks or improved office operations. This will help demonstrate your capability and how you can contribute to their busy office.
✨Ask Smart Questions
Come prepared with insightful questions about the company and the role. Inquire about their approach to compliance or how they handle client communications. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
✨Dress the Part
Even though it’s a family-owned business, dressing professionally is key. Aim for smart-casual attire that reflects your seriousness about the role while still fitting into their culture. First impressions matter, and looking the part can set a positive tone for the interview.