Job 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:
1. Arranging agency servicing transfers and ensuring plan information is accurate and up to date
2. Keeping up to date with IT and back-office systems changes to ...