Financial Services Administrator
other jobs JohnstonGreer
Added before 1 Days
- Scotland,Aberdeenshire
- full-time
- £24,000 - £26,000 per annum
Job Description:
Financial Services Administrator
To £26,000 plus benefits
IFA Administrator required by this highly successful firm of Wealth Managers that provides advice to HNW Private Clients across investments and retirement planning. You can remain as a professional IFA Administrator forever or move into paraplanning in a couple of years.
As the IFA Administrator you will be responsible for -
*new business including application processing
*servicing existing client records including database management
*compliance
*valuations and quotes
*client communications
*liaison with external Providers
*platform work
*providing all other administration support directly to clients and the IFAs.
Applicants must have Advisor support experience within a Financial Planning environment plus excellent administration and communication skills. The firm offers a full range of benefits which includes pension and exam support (if required).
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.
To £26,000 plus benefits
IFA Administrator required by this highly successful firm of Wealth Managers that provides advice to HNW Private Clients across investments and retirement planning. You can remain as a professional IFA Administrator forever or move into paraplanning in a couple of years.
As the IFA Administrator you will be responsible for -
*new business including application processing
*servicing existing client records including database management
*compliance
*valuations and quotes
*client communications
*liaison with external Providers
*platform work
*providing all other administration support directly to clients and the IFAs.
Applicants must have Advisor support experience within a Financial Planning environment plus excellent administration and communication skills. The firm offers a full range of benefits which includes pension and exam support (if required).
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.
Job number 1762102
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Company Details:
JohnstonGreer
Company size:
Industry:
JohnstonGreer is a specialist recruitment firm operating within the Actuarial, Insurance, Legal, Mortgage, Pension and Wealth sectors dealing with a w...