At a Glance
- Tasks: Manage office admin, process applications, and support clients in a busy IFA environment.
- Company: Family-owned financial services company with a supportive culture.
- Benefits: Competitive salary, professional development, and a chance to grow within the company.
- Other info: Join a well-established team and make a difference in client service.
- Why this job: Showcase your skills in a dynamic role with real responsibility and career progression.
- Qualifications: Experience in IFA practice and studying towards Level 4 Diploma in Financial Planning.
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
- 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 / Junior Paraplanner. Job in Hawkinge LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join our family-owned firm in Folkestone, where we prioritise a supportive work culture that values high-quality work and personal responsibility. As an IFA Administrator / Junior Paraplanner, you will have the opportunity to grow alongside the business, with access to professional development and a collaborative environment that encourages innovation and excellence.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator / Junior Paraplanner. Job in Hawkinge LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who might know someone at the company you're eyeing. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview 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.
✨Tip Number 3
Practice common interview questions related to IFA administration and paraplanning. We all know that confidence is key, so rehearse your answers until they feel natural and showcase your skills.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace IFA Administrator / Junior Paraplanner. Job in Hawkinge LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Administrator / Junior Paraplanner role. Highlight your relevant experience, especially in processing applications and managing client records, as this will show us you understand what we're looking for.
Show Off 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, so include specific examples of how you've used these tools in your previous roles.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your experience aligns with our needs. We want to see your personality come through, so keep it engaging and professional.
Apply Through Our Website:We encourage you to apply directly 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 us you’re proactive and keen to join our team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨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 that you understand what it entails.
✨Show Off Your Attention to Detail
Since this role requires excellent attention to detail, be prepared to discuss 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 examples ready will help you stand out.
✨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 you're engaged and interested.
✨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 within the business. Employers love candidates who are genuinely enthusiastic about their work.
