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 GSCE
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.
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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 GSCE
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.
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