Financial Operations Coordinator

5 days ago


Luton, Luton, United Kingdom Fram Search Full time
About the Role

Fram Search is seeking a highly organized and detail-oriented Financial Administrator to join our team. As a key member of our financial planning firm, you will play a crucial role in supporting our advisers and paraplanning teams.

Key Responsibilities
  • Client Support: Book meetings with clients, respond to enquiries, and provide exceptional customer service.
  • Administrative Tasks: Administer pensions, assist with new business set-ups, and maintain accurate records using our CRM system.
  • Research and Analysis: Conduct research to support our financial planning services and provide valuable insights to our team.
Requirements
  • Previous experience in a wealth management or banking environment.
  • Excellent organizational and communication skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
What We Offer
  • A competitive salary and bonus structure.
  • A hybrid working arrangement with one day of remote work per week.
  • The opportunity to work with a well-established and reputable financial planning firm.


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