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
* 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.
#J-18808-Ljbffr