At a Glance
- Tasks: Manage daily office operations and support the team in a busy environment.
- Company: Family-owned company in Folkestone with a strong reputation.
- Benefits: Opportunity for growth, supportive team, and a chance to showcase your skills.
- Other info: Join a dynamic team with opportunities for personal and professional development.
- Why this job: Perfect for those who thrive on responsibility and want to make an impact.
- Qualifications: Experience in administration and a passion for high-quality work.
The predicted salary is between 30000 - 40000 £ 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
IFA Administrator in Kent 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 lead within a small office environment, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Kent
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. When you know what they stand for, you can tailor your answers to show how you fit right in. Plus, it’ll help you ask insightful questions that impress the interviewers!
✨Tip Number 3
Showcase your organisational skills! In your conversations, highlight your experience with managing processes and people. Use specific examples to demonstrate how you've successfully handled similar responsibilities in the past.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Administrator in Kent
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in administration, compliance, and any relevant skills that show you can handle the responsibilities mentioned in the job description.
Showcase Your Attention to Detail:Since this role involves checking submissions and maintaining accurate records, it’s crucial to demonstrate your attention to detail. Use examples from your past work where you’ve successfully managed data or ensured compliance.
Express Your Team Spirit:We love a team player! In your application, mention how you’ve supported others in previous roles. This will show us that you’re ready to manage people and processes effectively in our busy office environment.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our family-owned company!
How to prepare for a job interview at PSM Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on the key responsibilities of the IFA Administrator role. Familiarise yourself with processing new business applications, liaising with product providers, and maintaining accurate client records. This will show that you're not just interested in the job, but that you understand what it entails.
✨Showcase Your Organisation Skills
Since this role involves managing multiple tasks and ensuring smooth office operations, be ready to discuss your organisational skills. Prepare examples of how you've successfully managed deadlines and maintained compliance standards in previous roles. This will demonstrate your ability to handle the responsibilities of the position.
✨Prepare Questions
Interviews are a two-way street! Think of insightful questions to ask about the company culture, team dynamics, and growth opportunities. This shows that you're genuinely interested in the role and want to ensure it's the right fit for you as well.
✨Be Personable
As this is a family-owned company, they’ll likely value a good cultural fit. Be yourself and let your personality shine through. Share your passion for high-quality work and how you enjoy supporting others in a busy office environment. This can help you connect with the interviewers on a personal level.
