Financial Administrator

Fram Search is partnering with a growing Independent Financial Advice firm to hire Client Support Administrators into their expanding support team.

This is a fantastic opportunity to join a progressive business where you’ll play a key role in supporting advisers and delivering a high-quality client experience.

• Supporting advisers with day-to-day client requests
• Coordinating client and prospective client meetings
• Conducting research across investment and insurance providers
• Preparing annual review documentation and follow-ups
• Producing client documentation, including cashflow reports and recommendation packs
• Ensuring accurate administration and adherence to compliance processes

• Previous experience in Financial Services administration or a Graduate with a strong interest in Wealth Management/Financial Planning
• Strong organisational skills and attention to detail
• A proactive approach with the ability to manage multiple tasks
• A genuine interest in wealth management and financial planning

• Full training and ongoing support
• Clear career progression within a growing firm
• Opportunity to join a collaborative and supportive team