Financial Planning Assistant

4 weeks ago


Carlisle, Cumbria, United Kingdom Fram Executive Search Limited Full time
Financial Planning Support Role

We are seeking a highly organized and detail-oriented individual to join our Financial Planning team as a support specialist. The successful candidate will provide comprehensive assistance to our financial planners, ensuring the smooth delivery of high-quality services to our clients.

About the Role:

  • Provide administrative support to the Financial Planning team, including data entry, document preparation, and record-keeping.
  • Assist with the preparation of client reports, proposals, and other financial planning documents.
  • Contribute to the development and implementation of financial planning strategies and solutions.
  • Collaborate with the team to ensure compliance with regulatory requirements and internal policies.

About Us:

Fram Executive Search Limited is a leading recruitment agency specializing in the placement of financial services professionals. We are committed to delivering exceptional service to our clients and candidates, and we are seeking a talented individual to join our team.



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