- Exam support and guidance
- Future development into Paraplanner
- Establish firm
Fram is working with a well-established, directly authorised financial planning firm in Norwich, currently seeking an IFA client support administrator to join their growing team. This opportunity has arisen due to internal career progression—a administrator transitioning to a Paraplanner role. In this pivotal role, you'll provide proactive, first-class support to both Advisers and clients, ensuring the highest level of service at all times. Working closely with Advisers, Directors, and Paraplanners, you'll play a crucial part in delivering an exceptional client experience.
As a key team member, you will help arrange plans and investments based on Adviser recommendations, while providing essential administrative and technical support. You'll also ensure full compliance with regulatory requirements, actively contributing to the team's shared goals and success. While the role is primarily office-based, the firm offers flexibility when needed.
- The firm is committed to personal career development, offering full support for RO study, including exam costs. This is a fantastic opportunity for someone who is passionate about growth within the financial planning sector.
Responsibilities will include:
- Arranging agency servicing transfers and ensuring plan information is accurate and up to date
- Keeping up to date with IT and back-office systems changes to ensure efficiency and accuracy
- Preparing files for review meetings (both annual, half yearly and ad-hoc), writing agendas and ensuring post meeting actions are processed within service level agreements
- Diary and task management of client work
- Processing and submitting new business
- Processing and submitting changes to existing plans, investments, and policies.
- Producing plan, policy, fund information
- Ensuring the client file meets auditing expectations
- Annual re-assessments of suitability
- Annual drawdown re-assessment
- Processing changes to client details and liaising with 3rd parties to ensure changes are accurately completed
- Client communication (letter, email, telephone, and face to face)
- Assisting with implementing and improving administrative processes
- Ensuring new client signs up are processed timely and accurately and the file is compliant, with the required servicing and fee schedule adhered to
- Preparing and dispatching client valuation reports
- Providing technical support to the Advisers and other team members
- Answering technical client queries
- Other ad hoc duties as required.
The ideal candidate will have a background IFA administration or professional services. Should be highly organised, methodical, and possess exceptional attention to detail. Strong communication, numerical, and IT skills are essential for success in this role. Experience in using a range of online platforms and back-office systems like Intelligent Office (IO) is ideal. Additionally, the candidate should be comfortable using Office 365 applications, including Word, Excel, and Outlook.