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Financial planning administrator

Permanent
Financial planning administrator
Posted: 28 November
Offer description

Fram is working with a Chartered wealth management firm with a strong presence across the UK. As the business continues to grow, it is looking to engage with an experienced IFA Administrator to join its North West office. The firm is known for its professional standards, long-term approach to client care, and commitment to developing its people. The role involves supporting a small group of advisers and working closely with a paraplanner to ensure the advice process runs smoothly. Responsibilities include obtaining valuations, processing new business, maintaining accurate client records, liaising with providers, and managing adviser diaries. The work is varied and plays an important part in delivering a seamless experience for clients and colleagues. The position is initially office based to help build familiarity with systems and processes. Once established, the firm follows a hybrid pattern that allows for two days a week from home. The environment is collaborative and friendly, with clear expectations and a genuine focus on high-quality work. This may appeal to someone who enjoys being part of a close-knit team, who takes pride in organisation and accuracy, and who has experience within an IFA or wealth management environment. Knowledge of platforms or back-office systems such as Intelligent Office would be useful. For those interested in further qualifications, support towards the RO exams is available. Applicants must have the right to work in the UK.

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