- 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!