IFA Client Support Specialist

6 days ago

Wymondham, United Kingdom Fram Executive Search Limited Full time

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.

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