IFA Administrator

• Office based
• IFA experience ideal
• Excellent opportunity

Fram are delighted to be working with an excellent Independent Financial Planning firm who are seeking an experienced administrator for their Edinburgh office. This role is to work closely with the paraplanning and financial advisor team, providing them with full administrative support, ensuring all documentation is accurate and processed in line with agreed service standards. This includes dealing with existing clients, the onboarding of new clients, working with platform providers and other external bodies to gain relevant and accurate information.
  
Responsibilities include :  

• Obtain information, plan valuations, key features and illustrations required by advisers to enable them to research clients’ needs prior to recommendations, as and when required
• Process new business from submission to completion in adherence to the service standards and operational Wealth Management procedures and activity management
• Maintain compliant client records in shared electronic folders and on the current back-office system, Xplan
• Ensure scanning and saving of all documents to Xplan in line with agreed file structure
• Manage Client Periodic Assessments of Suitability with advisers ensuring that these are actioned and completed in line with agreed service levels
• Maintain compliant review dates for periodic assessments of suitability
• Carry out all client administration in line with Compliance guidance as well as central policies and updates and department standard operating procedures 

The ideal candidate will have experience with within an IFA environment, and have knowledge of report writing software, preferable Genovo and back-office systems such as Xplan, and CashCalc, but not essential.