Description

Fram Search is working with a growing Financial Planning firm that is looking to appoint an experienced IFA Administrator to support a group of Financial Advisers as the business continues to expand.
This is a varied and involved role, offering a blend of technical, administrative and client-facing responsibilities. You’ll play a key part in the advice process - from preparing client review packs, to updating clients and dealing with queries.
You’ll also have regular interaction with clients and exposure to ongoing planning discussions, making this an ideal role for someone who enjoys being close to both the technical and relationship side of financial planning.
We’re keen to speak with individuals who:

• Have solid experience within an IFA or financial planning environment
• Bring strong knowledge of pensions, investments, protection & wealth management
• Are confident using adviser platforms and provider systems
• Are organised, detail-focused and proactive

Progress towards Level 4 qualifications would be beneficial, but is not essential.
This is a great opportunity to join a supportive firm where you can take ownership, develop your technical skills and play a meaningful role in delivering high-quality advice.