IFA Administrator

Fram Search

Posted 17 days ago, valid for a month

Stansted, Essex CM24 8XG, England

Full Time

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Sonic Summary

The position is for an Administrative Support role to Financial Advisers, based in West Essex, offering a hybrid work model with Mondays and Fridays working from home.
The company seeks a motivated Administrator to join their Advisor Support team due to internal career progression.
Candidates should have experience in financial services administration and a proactive mindset, with a desire to work towards a Diploma in Financial Planning.
The role involves providing comprehensive administrative support, maintaining client databases, processing new business applications, and assisting in report writing.
While the salary is not specified, the company encourages applications from individuals available to start within a month and values ethics in investment decisions.

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!We are also particularly keen to hear from individuals available to start within a month, though we welcome applications from all qualified candidates.

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