• Experience in financial services administration
• Desire to work towards a Diploma in Financial Planning
• Based in the heart of London

Fram is excited to partner with a prestigious Chartered Financial Planning company based in the heart of London. Our client is a leader in Ethical Investments, and they are looking for a motivated Administrator to join their Advisor Support team. The role is hybrid working 2 days in office and 3 at home once you have passed your probation period.  If you're passionate about making a difference in the world of finance, this is an incredible opportunity to grow your career in a company committed to responsible investing.  Key Responsibilities:

• Provide comprehensive administrative support to a dedicated team of Financial Advisors and Paraplanners.
• Maintain and update the client database.
• Process new business applications and manage client information.
• Assist in writing basic reports and maintaining documentation.
• Perform general office duties.
• Act as a liaison between clients, product providers, and the advisory team.

What We’re Looking For:

• Experience in financial services administration.
• Familiarity with XPLAN (or similar financial software).
• A working knowledge of WRAP platforms is a plus.
• A proactive mindset and a desire to work towards a Diploma in Financial Planning.

If you're looking to join a company that not only values its people but also puts ethics at the forefront of investment decisions, apply today!