Job Details

 

IFA Administrator (Part Time)

Ref: CP5296 Salary: £19-24k Pro Rata Contract Type: PermanentLocation: Folkestone

Skill Set

Administration, Finance, Data Entry, Telephone Skills, Customer Service

Position - IFA Administrator

Location – Folkestone

Job Type - Part time

Salary - £19,000 - £24,000 Pro Rata - DOE

Company description:

RSFL is working with a family-owned IFA practice looking to expand. As part of the company’s business strategy, they are looking to recruit an experienced Administrator.

Job description:

Supporting IFA and paraplanner with administrative duties, which includes, but is not exclusive to:

· Effectively handling telephone and email enquiries

· Greeting and escorting visitors

· 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 – inputting and updating client information and policies on the back-office system

· Sending Letters of Authority and ensuring they are actioned

· Ensure client communications are handled promptly

· Filing & photocopying

· General office admin duties

The Candidate:

· Computer literate, ability to learn and understand various software packages

· Excellent attention to detail

· Competent use of Excel and Word

· Excellent communication skills

· Enthusiastic and willing to learn and develop

· Knowledge of mortgage processing, protection products, pensions and investments

· Minimum recent 12 months experience working in an IFA practice

Benefits:

· NEST Pension

· Discretionary bonus

· Funded training and development support

· Flexible and supportive family business environment

· 20 days holiday plus public holidays

Recruitment Solutions (Folkestone) Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job you accept the Terms & Conditions, Privacy Policy and Disclaimers which can be found on the RSFL website.

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Consultant Details

For further information on this opportunity please contact:


Karen Gay

Tel: 01303 220844

Email: karen@rsfl.co.uk

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