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Financial Advisor Admin support

Financial Advisor Admin support

Fram Search

Posted 18 hours ago, valid for 14 days

London, Greater London EC1R 0WX

£44,000 - £55,000 per annum

Full Time

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Sonic Summary

The role is for a motivated Administrator to join a prestigious Chartered Financial Planning company based in London, focusing on ethical investments.
Candidates should have experience in financial services administration and a desire to work towards a Diploma in Financial Planning.
The position offers hybrid working, with 2 days in the office and 3 days at home after the probation period.
Key responsibilities include providing administrative support to Financial Advisors, maintaining client databases, and processing new business applications.
The salary for this role is competitive, and candidates are expected to have relevant experience in the financial services sector.

Experience in financial services administration
Desire to work towards a Diploma in Financial Planning
Based in the heart of London

Fram is excited to partner with a prestigious Chartered Financial Planning company based in the heart of London. Our client is a leader in Ethical Investments, and they are looking for a motivated Administrator to join their Advisor Support team. The role is hybrid working 2 days in office and 3 at home once you have passed your probation period. If you're passionate about making a difference in the world of finance, 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.
Familiarity with XPLAN (or similar financial software).
A working knowledge of WRAP 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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