Full job descriptionIFA Support/Compliance
To £38,000 plus benefits
A respected and growing Wealth Management firm is seeking an IFA Administrator to support Directors and their High-Net-Worth client portfolios. This is an excellent opportunity to join a well-known regional business where you will also be responsible for administration of the compliance requirements.
Working as part of the adviser support team, your responsibilities will include:
*Managing client communication and ongoing contact
*Liaising with product providers
*Communications with regulator
*Submitting and tracking new business
*Completing platform work
*Preparing valuations and documentation for client meetings
*AML, KYC and data protection
*Monitoring and process management
The client is seeking an experienced administrator/technical support with good exposure to these additional duties.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.