Description

• Financial Services
• Microsoft Office Suite
• Competitive Salary

Fram are working with a boutique independent IFA in Cheshire. They are seeking a Financial Planning Support administrator to work 121 with a Financial Advisor and Paraplanner. The role is to assist the financial Planner in various aspects of their day-to-day operations, ensuring that client administration needs are met efficiently and that regulatory requirements are adhered to. This role offers an excellent opportunity to learn and grow within the financial services industry while contributing to the success of the firm. Key Responsibilities:

• Assist financial planners/advisers with client onboarding, including gathering necessary documentation, recording initial fact-finding meetings, and ensuring all regulatory requirements are met.
• Prepare and maintain client files, ensuring all documentation is organised and up-to-date.
• Act as a liaison between clients and the financial planning team, addressing client enquiries and requests promptly and professionally.
• Assist in the preparation of financial reports, statements, and presentations for client meetings.
• Support the development and implementation of financial plans, including data entry, financial analysis, and investment research.
• Manage the appointment scheduling and diary management for financial planners/advisers.
• Handle administrative tasks such as email management, phone calls, and correspondence.
• Assist with compliance-related tasks, including file reviews and ensuring adherence to regulatory guidelines.
• Maintain a high level of confidentiality and professionalism in all interactions with clients and colleagues.
• Stay up-to-date with industry regulations and company policies to ensure compliance at all times.

An ideal candidate with have a few years’ experience in a similar role within the financial services industry. Knowledge of UK financial regulations and compliance requirements is essential. Strong organisational, communication and interpersonal skills, along with good attention to detail. Be proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and knowledge of Intelliflo would be great but not essential. Commitment to delivering exceptional client service. Relevant qualifications, such as a Diploma in Financial Planning or Certificate in Financial Administration, would be an advantage but are not required.