IFA Administrator in Norwich

This is a fantastic opportunity to join one of the county’s most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise. 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. 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. The role is hybrid - 3 days working from my client's Norwich office, 9am to 5pm - Monday to Friday - 2 days homebased.

Key Responsibilities:

• Help advisers to prepare for client reviews by ensuring all client and plan information is up to date on IO.
• Request plan information from the respective providers either by post, email or direct from the provider platform.
• Update contributions and withdrawals using the transaction history from each provider.
• Link any transfers within plans.
• Add the details of any missing policy information to IO as required.
• Validate all funds held within IO, ensuring that unit balances are recorded correctly.
• Check the income expectations on all the clients' plans to ensure that these are correctly recorded and updated as required.
• Collate the costs and charges information for plans held by clients.
• Create and check the client valuation report and upload to IO.
• Produce any ‘OneNote packs’ requested by the advisers.
• Prepare cases for submission to the AST team by producing and completing plan information checklists.
• Frequently interact with advisers and client support to ensure excellent customer service.
• Produce client letters as required.
• Answer phone calls as they come in via the Main Hunt Group.
• Create and maintain effective client files.
• New business processing and application submission.
• Liaise with product providers as necessary.
• Keep up to date with new products, technical or legislative changes within the marketplace.
• Always comply with the Compliance policies.
• Engage with training and development as applicable.
• Perform ad hoc tasks as required.

Essential Skills, Qualities and Experience Required:

• A minimum of 12 months IFA administration experience, supporting an advisor.
• Previous regulatory or financial industry experience is desirable.
• Good written and oral communication skills.
• Methodical and organised.
• Computer literate.
• Accurate with good attention to detail.
• Problem solving.
• Knowledge of the advice process.
• True collaborator, takes initiative, curious.
• A desire to learn and develop and step out of comfort zone.

Essential Qualifications:

• Good standard of education.
• Maths and English GCSE, grade 5 or above, or equivalent.

Behaviours:

• Commercial Awareness.
• Innovation.
• Collaboration.
• Team contribution.
• Professionalism.

Benefits:

• Competitive salary up to £35,000.00.
• Private Medical Insurance post probation.
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee).
• 25 days Annual Leave (plus buy and sell up to 5 days).
• Office Christmas close (3-days).
• Life Assurance.
• Health cash plan.
• Discretionary performance related bonus.
• Employee Assistance Programme.
• Further flexible benefits to choose from.