To £23,000 plus benefits
IFA Support required by this firm of Independent Financial Advisors that provides advice to business owners, professionals and other HNW individuals. One of the largest Advice firms in the region they offer career progression throughout their divisions across Private Client, Employee Benefits and Investment Consulting.
You will be responsible for administration and technical support including new business processing, research, valuations, provider liaison and compliance across the full range of retirement and investment planning whilst dealing directly with the client portfolio.
Applicants will have administration experience within a Financial Services environment, and you will demonstrate good communication and organisational skills. The firm offers an excellent range of benefits which includes pension 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 email@example.com. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.