![Financial Divisions](https://media.trabajo.org/img/noimg.jpg)
Financial Administrator to Paraplanner
3 weeks ago
Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their team in a role that provides a supportive environment with clear career progression. If you're passionate about helping clients and want to work in a company that encourages personal growth, this could be your ideal opportunity.
As a full-time Financial Administrator, you'll play a key role in supporting the Independent Financial Advisors and paraplanner. Your duties will include:
- Handling telephone and email enquiries, greeting visitors, and ensuring a welcoming environment.
- Processing new business applications, verifying case submissions for accuracy, and coordinating with product providers.
- Maintaining client records, managing Letters of Authority (LOAs), and ensuring all documentation is up to date.
- Preparing and sending invoices, managing general office tasks, and ensuring client communications are handled promptly and professionally.
To qualify for this Financial Administrator role, you will require:
- At least two years of experience in an IFA practice.
- Solid skills in Excel and Word.
- Familiarity with Intelligent Office and experience in processing mortgage, protection, and investment applications are preferred.
- Strong communication skills, both written and verbal.
- Enthusiasm for learning and advancing in your career.
Benefits:
- Salary ranges from £24,000 to £28,000, based on experience and qualifications.
- Additional benefits include a NEST Pension, a discretionary bonus, 20 days of holiday (plus public holidays), and funded training and development support.
- This position offers a clear path to becoming a paraplanner, providing opportunities for career advancement within the company.
If you are a Financial Administrator interested in joining a collaborative team that fosters your growth and values a positive work-life balance, please send your CV to Joanna Clark.
-
Financial Administrator to Paraplanner
2 weeks ago
Folkestone, Kent, United Kingdom Financial Divisions Full timeAre you excited about joining a family-owned Independent Financial Advice practice that prioritizes integrity, quality, and exceptional client service? Here is an opportunity for an experienced Financial Administrator to join a team that offers a supportive atmosphere and clear career progression. If you have a passion for assisting clients and aspire to...
-
Financial Administrator to Paraplanner
3 weeks ago
Folkestone, United Kingdom Financial Divisions Full timeAn exciting opportunity to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service risen? Our client is looking for an experienced Financial Administrator to join their team in a role that provides a supportive environment with clear career progression. If you're passionate about...
-
Part-Time Financial Administrator to Paraplanner
4 weeks ago
Folkestone, United Kingdom Financial Divisions Full timeAre you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their team in a role that provides flexibility and a supportive environment. If you're passionate about helping clients and want to...
-
Admin and Finance Administrator
2 weeks ago
Folkestone, Kent, United Kingdom Financial Divisions Full time £24,000 - £28,000Financial Administrator to Paraplanner – Full-Time – Career Progression – Folkestone – £24k-£28k Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their team in a role that...
-
Finance Administrator
2 weeks ago
Folkestone, United Kingdom Financial Divisions Full timeFinancial Administrator to Paraplanner – Full-Time – Career Progression – Folkestone – £24k-£28kAre you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their team in a role that...
-
Finance Administrator
2 weeks ago
Folkestone, United Kingdom Financial Divisions Full timeFinancial Administrator to Paraplanner – Full-Time – Career Progression – Folkestone – £24k-£28kIf you are interested in applying for this job, please make sure you meet the following requirements as listed below.Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding...
-
Finance Administrator
2 weeks ago
Folkestone, United Kingdom Financial Divisions Full timeFinancial Administrator to Paraplanner – Full-Time – Career Progression – Folkestone – £24k-£28kAre you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their team in a role that...
-
Finance Administrator
2 weeks ago
Folkestone, United Kingdom Financial Divisions Full timeFinancial Administrator to Paraplanner – Full-Time – Career Progression – Folkestone – £24k-£28k Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their team in a role that...
-
Finance Administrator
2 weeks ago
Folkestone, United Kingdom Financial Divisions Full timeFinancial Administrator to Paraplanner – Full-Time – Career Progression – Folkestone – £24k-£28kAre you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their team in a role that...
-
Finance Administrator
2 weeks ago
Folkestone, United Kingdom Financial Divisions Full timeFinancial Administrator to Paraplanner – Full-Time – Career Progression – Folkestone – £24k-£28kScroll down to find the complete details of the job offer, including experience required and associated duties and tasks.Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and...
-
Finance Administrator
2 weeks ago
Folkestone, United Kingdom Financial Divisions Full timeFinancial Administrator to Paraplanner – Full-Time – Career Progression – Folkestone – £24k-£28kScroll down to find the complete details of the job offer, including experience required and associated duties and tasks.Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and...
-
Admin and Finance Administrator
2 weeks ago
Folkestone, Kent, United Kingdom Financial Divisions Full time €24,000 - €28,000Job Description Financial Administrator to Paraplanner – Full-Time – Career Progression – Folkestone – £24k-£28k Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their...
-
Admin and Finance Administrator
2 weeks ago
Folkestone, Kent, United Kingdom Financial Divisions Full time €24,000 - €28,000Financial Administrator to Paraplanner – Full-Time – Career Progression – Folkestone – £24k-£28k Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their team in a role that...
-
Admin and Finance Administrator
2 weeks ago
Folkestone, Kent, United Kingdom Financial Divisions Full time €24,000 - €28,000Financial Administrator to Paraplanner – Full-Time – Career Progression – Folkestone – £24k-£28k Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their team in a role that...
-
Finance Administrator
2 weeks ago
Folkestone, Kent, United Kingdom Financial Divisions Full time €24,000 - €28,000Job Description Financial Administrator to Paraplanner – Full-Time – Career Progression – Folkestone – £24k-£28k Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their team...
-
Finance Administrator
2 weeks ago
Folkestone, Kent, United Kingdom Financial Divisions Full time €24,000 - €28,000Financial Administrator to Paraplanner – Full-Time – Career Progression – Folkestone – £24k-£28k Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their team in a role that...
-
Finance Administrator
2 weeks ago
Folkestone, Kent, United Kingdom Financial Divisions Full time €24,000 - €28,000Financial Administrator to Paraplanner – Full-Time – Career Progression – Folkestone – £24k-£28k Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their team in a role that...
-
Chartered Financial Planner
2 weeks ago
Folkestone, Kent, United Kingdom Financial Divisions Full timeChartered Financial Planner - manage existing HNW clients from a retiring adviser across Kent - Up to £100k basic salaryMy client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners...
-
Chartered Financial Planner
2 weeks ago
Folkestone, United Kingdom Financial Divisions Full timeChartered Financial Planner - manage existing HNW clients from a retiring adviser across Kent - Up to £100k basic salary My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME...
-
Chartered Financial Planner
3 weeks ago
Folkestone, United Kingdom Financial Divisions Full timeChartered Financial Planner - manage existing HNW clients from a retiring adviser - Up to £100k basic salaryMy client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based...