Adviser Support
3 weeks ago
Administrative Support to Financial Advisers
- Office Duties
- Financial Services Experience essential
Fram are currently working with a chartered financial planning company based in London. Our client specialises in Ethical investments and are seeking an additional administrator to join their advisor support team. The role is to work with in a team of administrators who provide support to financial advisors and paraplanners.
Responsibility will include:
- To provide admin support to a specific team of Financial advisors and their paraplanners.
- Help maintain client database
- Process new business and client details
- Basic report writing
- General office duties
- Liaise with product providers and clients
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