Financial Administrator

9 Days Old

PSM Recruitment have a new and exciting opportunity for a Financial Administrator based in Folkestone. This is a full time, office based role, 37.5 hours per week, Monday - Friday. The company are a small, family owned IFA practice, who are expanding and looking for a highly experienced Financial Administrator to join the team. There are career progression opportunities if desired and the successful candidate will need totake pride in their work, produced to the highest standard, be highly motivated and ethical with the same honesty and integrity that is the ethos of the company. Job Description: Job description: Supporting IFAs and Paraplanner with administrative duties, which includes, but is not exclusive to: 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 Ski...
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Location:
Folkestone
Salary:
£30,000
Job Type:
FullTime
Category:
Accounting & Finance

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