Financial Administrator to Paraplanner - Full-Time - Career Progression...

Financial Divisions

Folkestone

An 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 helping clients and want to work in a company that encourages personal growth, this could be your ideal opportunity.

Duties

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... More Detail

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