Description

Fram is working with a boutique financial planning firm in Essex that is looking to engage with an IFA Administrator to support its growing client base. The business is independent and client focused, with a well-organised structure and a collaborative working environment.
The role involves supporting advisers with day-to-day administration, including processing business, maintaining client records, liaising with providers, and ensuring all documentation is accurate and compliant. The position requires attention to detail and the ability to manage multiple tasks within defined processes.
This may appeal to someone with experience in a financial planning or wealth management environment who is looking to develop their career within a supportive firm. A clear and organised approach, along with strong communication skills, will be important.
Applicants must have the right to work in the UK.