IFA Support/Compliance

To £38,000 plus benefits

A respected and growing Wealth Management firm is seeking an IFA Administrator to support Directors and their High-Net-Worth client portfolios. This is an excellent opportunity to join a well-known regional business where you will also be responsible for administration of the compliance requirements.

Working as part of the adviser support team, your responsibilities will include:

• Managing client communication and ongoing contact
• Liaising with product providers
• Communications with regulator
• Submitting and tracking new business
• Completing platform work
• Preparing valuations and documentation for client meetings
• AML, KYC and data protection
• Monitoring and process management

The client is seeking an experienced administrator/technical support with good exposure to these additional duties.

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.