£18,000 to £23,000 plus benefits and exam support
IFA Support required by this regional Chartered Wealth Management firm that provides whole of market services and advice to clients for their financial planning, investment and inheritance tax needs. They have an excellent reputation for building strong relationships with their clients.
You will be responsible for all new and existing business, valuations, platform-based work, processing and liaison with Providers across the full range of planning whilst providing support directly to clients and the Chartered Advisors within the company.
Applicants must have IFA administration experience, excellent administration and communication skills. Familiarity with Intelligent office software, FE Analytics and provider platforms desirable. The firm offers an excellent range of benefits and exam support.
If you are interested in this position please call the office on 0131 292 0777, complete our Enquiry Form below (quoting job title and location) or email your details to firstname.lastname@example.org. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services