IFA administrator

Fram Search

Posted a day ago, valid for 2 days

Newton Abbot, Devon TQ13 9DA

Full Time

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Sonic Summary

Fram is partnering with an established Financial Planning firm in Devon seeking a motivated Administrator for their Advisor Support team.
This role has opened up due to internal career progression, with a previous administrator transitioning to a paraplanning position.
Candidates should have experience in financial services administration and a desire to work towards a Diploma in Financial Planning.
Key responsibilities include providing administrative support, maintaining client databases, processing new business applications, and assisting in report writing.
The salary for this position is competitive and commensurate with experience, which should ideally be at least 1-2 years in a similar role.

Career progression
Established firm
Exam support

Fram is excited to partner with an established Financial planning firm company based in Devon . 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. 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 giving the best advice to their clients. 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.

An ideal candidate will have experience in financial services administration. A working knowledge of platforms and a proactive mindset and a desire to work towards a Diploma in Financial Planning.

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