Jobs, fresher vacancy - Financial Advisor Support - North West Dorset • South West England

Company: Fram Search

South West England

Fram is working with a growing, directly authorised financial planning firm in Northwest Dorset that provides tailored advice to professionals, business owners and families. Due to continued growth, the firm is looking to appoint a Financial planning support. This is a varied role with real client exposure. You’ll act as a key point of contact for a group of clients, support preparation for planning meetings (and attend where required), manage client records, and assist with the implementation of financial strategies. There is also involvement in cashflow modelling and maintaining online systems and documentation. The role would suit someone with experience in an IFA or financial planning environment, who is organised, detail-focused and comfortable dealing with clients. Knowledge of financial products, UK regulation and planning systems is beneficial. Candidates working towards or holding Level 4 qualifications will be well aligned. Hybrid working is available once training is complete. Applicants must have the right to work in the UK.