JohnstonGreer
Published
25/11/2021
Location
Leeds, United Kingdom
Job Type

Description

£25,000 to £30,000 plus benefits

Senior IFA Administrator required by this wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is highly successful and continues to grow and they need to add a senior member to the existing team.

Supporting the Financial Planners you will be responsible for providing full administration and some technical support including new business, valuations, quotations, provider liaison, compliance and database management. There is a high level of client communication, and you will prepare for client meetings as part of your day-to-day activities. You will assit with the coaching and supervision of the team.

As a senior member of the team applicants will probably have more than 5 years’ experience working in support to IFAs/Advisors in a similar wealth management environment.

If you are interested in this position, please call Chris Johnston on 07860 939 925 or click the apply button below. You can also email your details to info@johnstongreer.co.uk.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Legal, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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