Job Description
Join a respected Wealth Management firm with a supportive team culture
Fram is delighted to be working with a highly successful Financial Planning firm in Berkshire who is looking for an experienced IFA Administrator to join their growing team.
Our client provides high-quality, independent financial advice to both individuals and businesses, covering pensions, investments, protection, and mortgages. They pride themselves on combining technical expertise with a genuinely client-focused service.
Due to continued growth and internal movement, they are now seeking a talented administrator to support three advisors within a collaborative pod system – ensuring a smooth, efficient, and positive working environment.
This is a fantastic opportunity for someone with proven IFA administration experience who is looking for a stable, well-established firm with a friendly, close-knit team culture.
What you’ll be doing:
1. Providing comprehensive administrative support to a team of Advisors and Paraplanners.
2. Maintaining and updating the client database (Intelligent Office).
3. Processing new business applications and managing client records.
4. Assisting with basic report writing and documentation.
5. Liaising with clients, providers, and the ad...