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:
* Providing comprehensive administrative support to a team of Advisors and Paraplanners.
* Maintaining and updating the client database (Intelligent Office).
* Processing new business applications and managing client records.
* Assisting with basic report writing and documentation.
* Liaising with clients, providers, and the advisory team to ensure excellent service.
* Handling general office administration as part of a supportive team.
What we’re looking for:
* Previous experience in an IFA administration role (essential).
* Proficiency with Intelligent Office (IO) – must be confident using this system.
* Strong organisational skills and the ability to manage multiple tasks at once.
* Proficient in Microsoft Office Suite.
* Background in financial planning (independent experience preferred, but not essential).
Why join?
* Work with a respected, client-focused Wealth Manager with strong values.
* Join a stable, supportive, and friendly team where your contribution is valued.
* Be part of a firm that is continuing to grow while maintaining a collaborative culture.