£30K/yr
London, England
Permanent, Variable

Financial Advisor Admin Support

Posted by Fram Search.

  • 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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