IFA administrator

Fram Search

Posted 13 hours ago, valid for 13 days

London, Greater London EC1R 0WX

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

The position is for an Administrative Support role to Financial Advisers in West Essex, offering a hybrid work schedule with Mondays and Fridays working from home.
The company is seeking a motivated Administrator with experience in financial services administration to join their Advisor Support team.
This role provides comprehensive administrative support, including maintaining client databases and processing new business applications.
Candidates should have a proactive mindset and a desire to work towards a Diploma in Financial Planning, with a salary of £25,000 to £30,000 per year.
This opportunity arises due to internal career progression, reflecting the company's commitment to career development and responsible investing.

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!

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