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Financial planning administrator

Permanent
Financial planning administrator
£35,000 a year
Posted: 12h ago
Offer description

Fram is working with a boutique independent financial planning firm in Cheshire that is looking to appoint a Financial Planning Support Administrator. This is a close-knit business where you will work one-to-one with a Financial Adviser and Paraplanner, supporting the day-to-day running of client relationships and ensuring processes run smoothly. The role covers all aspects of client administration, including onboarding and managing documentation, preparing packs for meetings, and liaising with providers. It is well suited to someone who enjoys being part of a small, collaborative team and who wants to continue learning within a professional and supportive environment. You will be involved in a wide range of responsibilities, and over time there may be the chance to broaden your duties and take on more technical work depending on your interests. A background in financial services is important, as is the ability to stay organised and client focused in a busy environment. What they are looking for: Experience in a financial planning or IFA support role A detail-focused, organised approach with strong communication skills Familiarity with back-office systems such as Intelliflo, though this is not essential This is a great opportunity for someone who enjoys making a difference behind the scenes and who takes pride in delivering excellent client service.

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