Fram Search is partnering with a well-regarded wealth management firm in Truro to appoint a Financial Services Administrator to support its growing advisory team. This is an excellent opportunity to join a professional and client-focused business, where administration plays a key role in delivering a high-quality financial planning service. You will work closely with advisers and paraplanners, supporting the end-to-end client journey and ensuring all business is processed efficiently, accurately, and in line with regulatory standards. Key responsibilities: Processing new business and monitoring cases through to completion Maintaining accurate client records and updating back-office systems Preparing client documentation and supporting the advice process Liaising with product providers, clients, and internal teams Managing diaries and follow-ups to ensure timely case progression Supporting with valuations, reviews, and general client servicing What’s on offer: Opportunity to join a respected wealth management firm Supportive and collaborative working environment Exposure to the full financial planning process Long-term career development within financial services This role would suit someone with experience in financial services administration, ideally within a wealth management or IFA environment, who enjoys working in a structured, client-focused role.