FP Administrator

Fram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered financial planning firm in Dorset.
The role is to work directly with one advisor, who is based across two offices and building a book of client.
They want someone who is client focused with a high level of attention to detail and is looking for a role they can grow into. We have placed a few candidates with this firm and have received excellent feedback on the company's ethos and culture. This is a great opportunity for someone who wants to learn and develop from an advisor, and grow in experience as the advisors client bank expands.
Key responsibilities:
Provide administrative support, in line with procedures, to the Financial Planners in their work with clients, including direct liaison with clients when necessary, assisting in preparing suitability reports, preparation of annual review packs, drafting letters/emails and sending information to clients in line with the reporting schedule or on an ad-hoc basis as required
Maintain active monitoring of client focussed activity on platforms to ensure that all actions are completed, and activities completed within the required timeframes
Liaison with third-party providers to manage any administrative issues and obtain client specific information as required
Comply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security...