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Financial administrator (norwich)

Norwich
Permanent
€35,000 a year
Posted: 14 May
Offer description

Fram Search is partnering with a growing Independent Financial Advice firm to hire Client Support Administrators into their expanding support team. This is a fantastic opportunity to join a progressive business where you’ll play a key role in supporting advisers and delivering a high-quality client experience. The Role: Supporting advisers with day-to-day client requests Coordinating client and prospective client meetings Conducting research across investment and insurance providers Preparing annual review documentation and follow-ups Producing client documentation, including cashflow reports and recommendation packs Ensuring accurate administration and adherence to compliance processes About You: Previous experience in Financial Services administration or a Graduate with a strong interest in Wealth Management/Financial Planning Strong organisational skills and attention to detail A proactive approach with the ability to manage multiple tasks A genuine interest in wealth management and financial planning What’s on Offer: Full training and ongoing support Clear career progression within a growing firm Opportunity to join a collaborative and supportive team If you’re looking to build your career within financial planning and join a firm that invests in its people, we’d love to hear from you.

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