JohnstonGreer
Published
02/07/2020
Location
Carlisle, United Kingdom
Job Type

Description

£20,000 to £25,000 plus benefits

IFA Administrator required by this highly successful firm of Wealth Managers that provides advice to HNW Private Clients across investments, retirement planning and protection. The business continues to grow and is a leading brand within the region.

You will be responsible for all new and existing business including application processing, research work, compliance, database management and liaison with external Providers whilst providing full administration support directly to clients and the Financial Advisors. Progression towards Paraplanning will entail duties including report writing, research and preparation for client meetings.

Applicants must have Advisor support experience within a Financial Planning or Investment Management environment plus excellent administration and communication skills. The firm offers a full range of benefits which includes pension and exam support.

If you are interested in this position, please call Chris Johnston on 07860 939 925 or click the apply button below or you can also email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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