JohnstonGreer
Published
22/08/2024
Location
Edinburgh Glasgow Stirling, United Kingdom
Job Type

Description

IFA Administrator (Part-time)

£24,000 to £29,000 FTE plus benefits

IFA Administrator required by this small and successful firm of Advisors that provides individual advice to a range of HNW Private Clients and has built an excellent reputation for delivering high quality advice.

The opportunity is working from home, part-time (probably 15-18 hours) and offers full flexibility.

Operating across Pensions and Investments you will be responsible for –

  • processing all new business
  • servicing existing clients
  • some research
  • compliance
  • maintain and update back-office database
  • liaison with Providers

Applicants must be experienced Administrators working in a Financial Planning environment. You will prefer to manage your own duties and responsibilities, whilst having a mindset that ensures that all work is completed.

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 Financial Services, Mortgages and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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