Financial Planning Administrator

Posted 3 days ago by Fram Search
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The team at Fram are delighted to be working with an established IFA firm based in South East London, who are keen to hire an experienced Administrator at an exciting time of growth.

Responsibilities include:

  • Liaising with clients
  • Proving support to Directors
  • Managing all system-based administration
  • Ensuring the highest levels of compliance are adhered to
  • Accurately maintaining client records

It is essential that applicants have experience of working in a financial planning or wealth management administration position previously, and that they have the ability to work well under pressure and time constraints. Excellent communication and organisation skills are also essential for this position, as well as the enthusiasm to learn.

This is a great opportunity to work for a professional and growing firm, so please do apply in confidence now.

Reference: 40878962

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