Job Title

This IFA Administrator job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals.For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.In your role as an IFA Administrator, your duties will include:Processing of new business applications on all types of Pensions, Investments & ProtectionLiaising with product providersProducing illustrations, comparison quotations including the collating of literature and pre-population of applicationsProcessing letters of authorityUpdating client portfolios for annual reviews and printing reportsCompletion of ad hoc administration and requests on behalf of the teamDiary management- scheduling/rescheduling appointmentsOccasional meeting & greeting of clients/visitors to the officeOur client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there.The CompanyOur client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand.IFA Administrator RequirementsYou must be an experienced IFA AdministratorYou must have good written and verbal communication skillsExperience with IO would be advantageous but not essentialOur client is focused on values driven individuals who are motivated by delivering great service to clientsParaplanner BenefitsSalary of 28,000 - 40,000 plus discretionary bonusCompany benefits include 10% company pension contribution, 25 days holiday plus bank holidays and cash planOffice based roleNo evenings or weekends workLoyal team who enjoy working together and being valued for their inputLocationsFolkestoneLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any informationTPBN1_UKTJ