IFA Administrator
£26,000 to £31,000 plus benefits
Financial Services Administrator required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides to its High Net Worth client portfolio. This firm now offers up to 2 days per week WFH.
Working alongside a Financial Planning Director and another IFA you will be responsible for providing administration support including -
*new business processing
*investment valuations
*quotations
*provider and other third-party liaison
*compliance checking
*database management
*high level of client contact
*prepare for client meetings
*completing post meeting action points
Applicants must have support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and knowledge of a range of financial planning.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.