Hybrid IFA Admin experience Competeitve salary Fram is excited to partner with an established Financial planning firm company based in Lancashire. Due to growth, they are looking to hire an IFA administration to provide comprehensive administrative support to the Financial Planning and paraplanning team. The admin team, work in a pod system supporting 4 financial advisors, allowing you to get to know the clients, Financial planning product and providers well. This is a varied and busy position requiring the successful candidate to provide a full range of administrative support to the firm. Some of the responsibilities: Processing new business applications and monitoring to completion Liaising effectively with providers Deal with general enquires from clients Producing client valuation reports Working collaboratively with Financial Planners and Paraplanners within your pod, supporting them and the clients you serve. Updating of the back-office software Other ad-hoc administration duties as required An ideal candidate will have at least a few years’ administration experience within an IFA. A good knowledge of Word, Excel and Outlook, with excellent customer service, written and verbal communication skills. Ideally some RO qualifications but this is not essential as our client will help with professional development