IFA Client Support Specialist
4 weeks ago
We are working with a well-established, directly authorised financial planning firm in Norwich, seeking an IFA client support administrator to join their growing team. This opportunity has arisen due to internal career progression, with an 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.
Key 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, 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
- Preparing and dispatching client valuation reports
- Providing technical support to the Advisers and other team members
- Answering technical client queries
The ideal candidate will have a background in IFA administration or professional services, with strong organisational, methodical, and attention to detail skills. 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.
-
IFA Client Support Administrator
4 weeks ago
Wymondham, Norfolk, United Kingdom Fram Executive Search Limited Full timeFram 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...
-
IFA Client Support Administrator
1 month ago
Wymondham, Norfolk, United Kingdom Fram Executive Search Limited Full timeFram 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...
-
Client Support Specialist
4 days ago
Wymondham, United Kingdom Fram Executive Search Limited Full timeJob DescriptionWe are working with a well-established financial planning firm in Norwich, who are seeking a support administrator to join their growing team. This role has arisen due to internal career progression. In this position, you will provide proactive support to both Advisers and clients, ensuring the smooth running of daily operations.About the...
-
Client Support Specialist
5 days ago
Wymondham, United Kingdom Recruit UK | Certified B Corp™ Full timeAt Recruit UK | Certified B Corp, we prioritize equality, diversity, and inclusion in all our business activities. We believe in fostering a culture that values individuality and promotes growth opportunities for all employees.About the Role:We are currently seeking a skilled Financial Administrator to join our team in Wymondham, Norwich. This is a fantastic...
-
Administrative Support Specialist
4 weeks ago
Wymondham, United Kingdom Cameron Clarke Associates Full timeJob Summary: We are seeking a highly skilled and experienced Administrative Support Specialist to join our team at Cameron Clarke Associates. As an Administrative Support Specialist, you will provide essential administrative support to our clients in the pharmaceutical industry.Key Responsibilities:Provide administrative support to our clients, including...
-
Financial Administrator
2 months ago
Wymondham, United Kingdom Cooper Lomaz Full timeCooper Lomaz is working with an expanding IFA based in Wymondham. They are seeking a Financial Administrator to join their team. This is a key role and the successful candidate must be able to offer exceptional support to the Paraplanners, Advisors and Directors of the business. The successful candidate will: Understanding of financial services...
-
Paraplanner
2 months ago
Wymondham, United Kingdom Cooper Lomaz Full timeCooper Lomaz is working with an expanding IFA based in Wymondham. They are seeking an experienced and qualified Paraplanner to join their team. This is a key role to the business and the successful candidate must be able to provide first class technical support to the Advisers and Directors of the firm. The successful candidate will: Level 4 qualified as a...
-
E-Retail Support Specialist
3 days ago
Wymondham, United Kingdom Service Service Full timeWe require an E-Retail Support Specialist to join our dynamic services organization. This is a challenging yet rewarding role that requires strong problem-solving skills and attention to detail.Responsibilities:Provide top-notch customer service to e-retail clients, ensuring their needs are met and exceeded.Update client information and maintain accurate...
-
Financial Administrator
2 months ago
Wymondham, Norfolk, United Kingdom CV-Library Full timeCooper Lomaz is working with an expanding IFA based in Wymondham. They are seeking a Financial Administrator to join their team. This is a key role and the successful candidate must be able to offer exceptional support to the Paraplanners, Advisors and Directors of the business. The successful candidate will: Understanding of financial services...
-
Senior Financial Planning Administrator
1 week ago
Wymondham, United Kingdom Fram Executive Search Limited Full timeFram Executive Search Limited is seeking an experienced and highly skilled Senior Financial Planning Administrator to join their growing team in Norwich. This is a fantastic opportunity for someone who is passionate about growth within the financial planning sector.Job DescriptionAs a key team member, you will play a crucial part in delivering an exceptional...
-
Financial Administrator
4 weeks ago
Wymondham, Norfolk, United Kingdom Cooper Lomaz Recruitment Ltd Full timeCooper Lomaz is working with an expanding IFA based in Wymondham. They are seeking a Financial Administrator to join their team. This is a key role and the successful candidate must be able to offer exceptional support to the Paraplanners, Advisors and Directors of the business. The successful candidate will: Understanding of financial services...
-
Paraplanner
2 months ago
Wymondham, Norfolk, United Kingdom CV-Library Full timeCooper Lomaz is working with an expanding IFA based in Wymondham. They are seeking an experienced and qualified Paraplanner to join their team. This is a key role to the business and the successful candidate must be able to provide first class technical support to the Advisers and Directors of the firm. The successful candidate will: Level 4 qualified as...
-
Paraplanner
4 weeks ago
Wymondham, Norfolk, United Kingdom Cooper Lomaz Recruitment Ltd Full timeCooper Lomaz is working with an expanding IFA based in Wymondham. They are seeking an experienced and qualified Paraplanner to join their team. This is a key role to the business and the successful candidate must be able to provide first class technical support to the Advisers and Directors of the firm.The successful candidate will: Level 4 qualified as a...
-
Trainee IT Support Specialist
4 weeks ago
Wymondham, United Kingdom Syntax Consultancy Limited Full timeJob Description**IT Support Opportunity**We are seeking a Trainee IT Support Technician to join our team at Syntax Consultancy Limited. This is a fantastic opportunity to gain experience in a dynamic and growing IT services business.The ideal candidate will be responsible for providing technical support to our clients, troubleshooting and resolving IT...
-
Care Home Support Specialist
1 week ago
Wymondham, United Kingdom Runwood Homes Full timeCare Home Support SpecialistWe are seeking a skilled and motivated Domestic Assistant to join our team at Windmill House. This is an exciting opportunity for the right candidate to make a real difference in the lives of our residents.About Runwood Homes:At Runwood Homes, we pride ourselves on providing high-quality care and services to our residents. We...
-
Procurement Specialist
1 month ago
Wymondham, United Kingdom CV-Library Full timeProcurement SpecialistOur client, a global manufacturer, is seeking a skilled Procurement Specialist to join their Indirect Procurement Department. The successful candidate will work closely with the Engineering, Quality, and Programme teams to ensure the delivery of material cost targets for new product introduction.Manage supplier performance to maintain...
-
Senior Paraplanning Specialist
4 weeks ago
Wymondham, United Kingdom Service Service Employment Agency Limited Full timeJob Title: Senior Paraplanning SpecialistThis is a key role to provide a first-class technical and proactive support service to our clients' Advisers. Working closely with the Advisers, Directors and the client services support team, you will be responsible for providing technical guidance and advice, ensuring that the centralised paraplanning function of...
-
Senior Global Electrical Specialist
1 week ago
Wymondham, United Kingdom Todd Hayes Ltd Full timeCompany Overview:Todd Hayes Ltd is a prestigious company based in the UK, with a unique market presence in the luxury yacht industry. Our client is known for its high-quality products and exceptional customer support.Estimated Salary: £60,000 - £80,000 per annumJob Description:We are seeking an experienced Senior Global Electrical Specialist to join our...
-
Software Integration Specialist
2 weeks ago
Wymondham, United Kingdom Langham Recruitment Full timeJob Title: Software Integration SpecialistJob Description:We are seeking a skilled Software Integration Specialist to join our team at Langham Recruitment. As an experienced professional in the field of software integration, you will play a vital role in designing, developing, and maintaining software solutions for our client, an established automotive...
-
IT Support Trainee
4 weeks ago
Wymondham, United Kingdom Syntax Consultancy Limited Full timeIT Support Trainee OpportunityWe are seeking a motivated and enthusiastic individual to join our team as an IT Support Trainee. As a Trainee IT Support Specialist, you will have the opportunity to develop your skills and knowledge in the IT field, working closely with our experienced team to provide exceptional customer service.Key Responsibilities:Provide...