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Financial Services Administrator

2 months ago

South East, United Kingdom Fram Executive Search Limited Full time
Financial Advisory Firm Seeks IFA Administrator

Fram Executive Search Limited is working with a well-established and highly regarded financial advisory firm based in Bedford. Our client provides expert advice to individuals and businesses on a range of financial planning matters.

Key Responsibilities:
  • Provide essential support to financial advisers
  • Assist with administrative tasks and projects
  • Ensure accurate and timely completion of tasks
  • Develop and maintain strong relationships with clients and colleagues

About the Role:

This is an excellent opportunity for a highly organized and proactive individual to join a small but dynamic team and contribute to the success of the firm.

Requirements:

To be successful in this role, you will need to possess excellent communication and organizational skills, as well as the ability to work effectively in a team environment.