Fram Search
IFA Administrator
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About the Role
Fram Search is collaborating with a growing Financial Planning firm that aims to hire an experienced IFA Administrator to assist a team of Financial Advisers as the business expands. This position combines technical, administrative, and client-facing duties.
Responsibilities
- Key involvement in the advice process, from preparing client review packs to updating clients and handling queries.
- Regular client interactions and exposure to ongoing planning discussions.
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Requirements
- Solid experience in an IFA or financial planning setting.
- Strong knowledge of pensions, investments, protection, and wealth management.
- Confidence in using adviser platforms and provider systems.
- Organized, detail-focused, and proactive.
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Benefits
- Opportunity to join a supportive firm where you can take ownership, develop your technical skills, and contribute to high-quality advice delivery.
- Hybrid working available for the appointed candidate after the probationary period.
Note: Progress towards Level 4 qualifications would be beneficial but is not essential.
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