Current jobs related to Administrator - Independent Financial Adviser (Ifa) - Dorset - Fram Search
-
Ifa Administrator
2 days ago
Dorset, United Kingdom TO Resourcing Ltd Full timeIFA Administrator - Dorset - £25,000 TO resourcing are delighted to be working with an established firm of Chartered Financial Planners to support them in seeking an experienced IFA administrator. Working with the Administration team under the supervision of the Operations Partner, you will help to provide efficient administrative support to clients,...
-
Careers Advisers
2 weeks ago
Dorset, United Kingdom Education Development Trust Full time**Salary**: Trainee starting salary is £24,331.00 (this goes up to to £26,206 once qualified) We pride ourselves on creating an environment that supports a healthy work life balance for all our staff. We have a commitment to providing policies that encourage flexible working around individual needs. Aligned to this is our commitment to offering arange of...
-
Paraplanner
8 hours ago
Dorset, United Kingdom TO Resourcing Ltd Full timeParaplanner - c40k+ We are working with an established IFA practice, who have a requirement for a paraplanner within the team due to business growth. This offers an exciting opportunity for someone to join the team and be part of a successful business. Key Duties: Prepare suitability letters Check all compliance paperwork is present Confirm clients' risk...
-
Financial Planner
2 days ago
Poole, Dorset, United Kingdom GradBay Full timeThe Opportunity Start your career in financial planning and wealth management with a top-tier professional services organisation. This four-year development pathway will equip you to become a fully qualified Financial Planner — helping individuals and families structure their finances, grow their wealth and achieve lifelong financial goals. You’ll work...
-
Financial Service Planner
2 days ago
Poole, Dorset, United Kingdom GradBay Full timeThe Opportunity Start your career in financial planning and wealth management with a top-tier professional services organisation. This four-year development pathway will equip you to become a fully qualified Financial Planner — helping individuals and families structure their finances, grow their wealth and achieve lifelong financial goals. You’ll...
-
Quality Assurance Officer
4 days ago
Dorset, United Kingdom MERJE Full timeQuality Assurance Officer – Retirement AdviceWe’re looking for a highly organised, forward-thinking professional to join our Retirement Advice team as a Quality Assurance Officer. This is a fantastic opportunity to play a key role in ensuring our customers receive consistently excellent advice and outcomes.In this vital position, you will deliver...
-
Quality Assurance Officer
3 days ago
Dorset, United Kingdom MERJE Full timeQuality Assurance Officer – Retirement AdviceWe're looking for a highly organised, forward-thinking professional to join our Retirement Advice team as a Quality Assurance Officer. This is a fantastic opportunity to play a key role in ensuring our customers receive consistently excellent advice and outcomes.In this vital position, you will deliver...
-
Quality Assurance Officer
4 days ago
Dorset, United Kingdom MERJE Full timeQuality Assurance Officer – Retirement AdviceWe’re looking for a highly organised, forward-thinking professional to join our Retirement Advice team as a Quality Assurance Officer. This is a fantastic opportunity to play a key role in ensuring our customers receive consistently excellent advice and outcomes.In this vital position, you will deliver...
-
Quality Assurance Officer
4 days ago
Dorset, United Kingdom MERJE Full timeQuality Assurance Officer – Retirement Advice We’re looking for a highly organised, forward-thinking professional to join our Retirement Advice team as a Quality Assurance Officer . This is a fantastic opportunity to play a key role in ensuring our customers receive consistently excellent advice and outcomes. In this vital position, you will deliver...
-
Customer Services Administrator
8 hours ago
Dorset, United Kingdom Ultimate Banking Ltd Full timeOur client is an award winning and highly customer focussed financial services provider. They have an exciting opportunity for someone to join their customer services team, supporting their savings and mortgage customers. The main purpose of the role is to be a first point of contact for savings and mortgage customers, providing telephone and administration...
Administrator - Independent Financial Adviser (Ifa)
4 weeks ago
Fram is working with a well-regarded financial planning firm in northwest Dorset that provides bespoke advice to professionals, entrepreneurs, and families. The business is directly authorised and independent, with a strong focus on lifestyle planning and long-term relationships.
The team is looking for an experienced IFA administrator to support two advisers and act as a key point of contact for clients. This is a broad role involving meeting preparation, managing documentation, maintaining accurate records, and working closely with advisers to ensure clients receive a tailored, personal service. You’ll be involved across the full client journey, and the environment is collaborative and professional. Once up to speed, hybrid working is available for up to two days per week.
We’re keen to speak with individuals who have experience in IFA or financial planning administration, ideally with knowledge of systems like Transact or IO. You should be highly organised, comfortable juggling priorities, and confident communicating with clients. A background in UK financial planning is essential, and while Level 4 isn’t required, it would be an advantage.
