IFA Client Support Administrator
Fram Search - norwich, east anglia
Apply NowJob Description
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 dateKeeping up to date with IT and back-office systems changes to ensure efficiency and accuracyPreparing files for review meetings (both annual, half yearly and ad-hoc), writing agendas and ensuring post meeting actions are processed within service level agreementsDiary and task management of client workProcessing and submitting new businessProcessing and submitting changes to existing plans, investments, and policies.Producing plan, policy, fund informationEnsuring the client file meets auditing expectationsAnnual re-assessments of suitabilityAnnual drawdown re-assessmentProcessing changes to client details and liaising with 3rd parties to ensure changes are accurately completedClient communication (letter, email, telephone, and face to face)Assisting with implementing and improving administrative processesEnsuring new client signs up are processed timely and accurately and the file is compliant, with the required servicing and fee schedule adhered toPreparing and dispatching client valuation reportsProviding technical support to the Advisers and other team membersAnswering technical client queriesOther 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.
Created: 2025-08-01