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Senior Financial Planning Administrator

1 month ago

Wymondham, United Kingdom Fram Executive Search Limited Full time

Fram 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 Description

As a key team member, you will play a crucial part in delivering an exceptional client experience by providing proactive, first-class support to both Advisers and clients. Your 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
  • Client communication, assisting with implementing and improving administrative processes
  • Ensuring new client sign-ups are processed timely and accurately and the file is compliant with the required servicing and fee schedule
  • Preparing and dispatching client valuation reports, providing technical support to Advisers and other team members
  • Answering technical client queries, other ad-hoc duties as required

The ideal candidate will have a background in IFA administration or professional services, 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.

This is a permanent full-time position with a competitive salary of £28,000 - £35,000 per annum, depending on experience. The firm is committed to personal career development, offering full support for RO study, including exam costs.