Description

Fram Search is working on behalf of a well-established Financial Planning firm that is looking to appoint an experienced Financial Planning Administrator to join its growing team.
This is a full-time, office-based opportunity is ideal for someone with a few years’ experience within an IFA or wealth management environment who is looking to further their career within a supportive and professional firm.
The successful candidate will play a key role in supporting advisers, ensuring the smooth running of client cases and ongoing reviews. Experience using Intelligent Office (IO) is essential, as is prior exposure to the preparation of documentation for no-change annual review clients, including suitability report writing.
The firm is ideally seeking someone who holds R01 (or equivalent), or who is progressing through professional qualifications.
Importantly, this business actively supports career development. For individuals who are keen to progress into a Paraplanner role, full support and a clear pathway will be provided.
This opportunity would suit a detail-oriented, organised individual who enjoys being part of a collaborative team and wants to build a long-term career within financial planning.
For a confidential discussion, please contact Fram Search.