IFA Administrator - Fram Search : Job Details

IFA Administrator

Fram Search

Job Location : Stansted, UK

Posted on : 18/10/2024 - Valid Till : 29/11/2024

Job Description :
  • Administrative Support to Financial Advisers
  • Hybrid Monday and Friday WFH
  • Career development
Fram is excited to partner with a  based in West Essex .Our client deal with HNW and they are looking for a motivated Administrator to join their Advisor Support team. This opportunity has arisen due to internal career progression where an administrator has transitioning to a paraplanning role. The company off hybrid working with Tuesday/Wednesday and Thursday in the office and Monday and Fridays WFH.  If you're passionate about making a difference in the world of advice, this is an incredible opportunity to grow your career in a company committed to responsible investing.  Key Responsibilities:
  • Provide comprehensive administrative support to a dedicated team of Financial Advisors and Paraplanners.
  • Maintain and update the client database.
  • Process new business applications and manage client information.
  • Assist in writing basic reports and maintaining documentation.
  • Perform general office duties.
  • Act as a liaison between clients, product providers, and the advisory team.
What We’re Looking For:
  • Experience in financial services administration.
  • A working knowledge of platforms is a plus.
  • A proactive mindset and a desire to work towards a Diploma in Financial Planning.
If you're looking to join a company that not only values its people but also puts ethics at the forefront of investment decisions, apply today!

Salary : 28000 - 31000

Apply Now!

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