IFA Administrator

Service Service; Norwich; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A prestigious wealth management firm in Norwich seeks a Financial Planning Assistant. This hybrid position involves supporting financial planners by maintaining client data, preparing for reviews, and ensuring compliance. Candidates should have at least four years in holistic financial planning and familiarity with Intelligent Office is preferred. The role promises a dynamic environment and excellent client interactions, with three days worked on-site and two days home-based.

Qualifications

• Minimum of four years experience in holistic financial planning.
• Familiarity with Intelligent Office is beneficial.
• Excellent communication and organizational skills.

Responsibilities

• Ensure all client and plan information is up to date.
• Prepare client reviews with accurate data.
• Produce client valuation reports.

Skills

Holistic financial planning

Client relationship management

Intelligent Office

Job description

This is a fantastic opportunity to join one of the county’s most Indicent stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field.

At present my client is looking to add a Financial Planning Assistant to complement their team of professionals, you will need to currently work in holistic financial planning and the ideal candidate will have spent a minimum of four years in the industry and previous use of Intelligent Office would be beneficial.

As a Financial Planning Assistant you will provide exceptional support to the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times.

My clients approach, together with a loyal client base and a talented team, makes joining them as a Financial Planning Assistant a great opportunity for someone who shares their ethos and values. podstawowy .

The role is hybrid - 3 days working from my clients Norwich office, 9am to 5pm - Monday to Friday - 2 days homebased.

I personally have a history of recruiting top talent for this organisation and the feedback I have from employees is second to none.

Key Responsibilities

You will help advisers to prepare for client reviews by :

• Ensuring all client and plan information is up to date on IO
• Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received.
• Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans
• Adding the details of any missing policy information to IO as required
• Validating all funds held within IO, ensuring thatHeating unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value
• Checking the income Freude expectations on all the clients plans to ensure that these are correctly recorded and update as required
• Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges
• Using the standard templates within IO, create and check the client valuation report and upload to IO
• Produce any ‘OneNote packs’ requested by the advisers including :
• Client Charter
• FE Analytics research on the funds held by the client
• KID (Key Information Documents)
• Data capture form from IO
• Client Valuation Report Producing comparisons between old and new centralised investment propositions
• Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email.
• If requested, the checking and validation of client income expectations held within the system
• Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match.
• Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients
• Produce client letters as required
• Answering phone calls as they come in via the Main Hunt Group
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