JohnstonGreer
Published
02/03/2024
Location
Edinburgh, United Kingdom
Job Type

Description

Financial Planning Assistant

£24,000 to £27,000 plus benefits

IFA Administrator required by this regional IFA that provides financial planning to clients across investments, taxation and pensions. Connected to a professional practice the IFA arm continues to grow and now seeks an additional team member to support the Financial Planners.

As the IFA Administrator you will deal with the preparation for client meetings and follow up of action points, new business processing, platform trades and other servicing, valuations, record keeping and data management plus liaison with clients and providers.

You will be experienced in supporting Financial Advisors including exposure to the industry platforms and back office tools. You will have excellent team working skills whilst also capable of operating on your own initiative taking responsibility for your full remit. The firm offers an excellent range of core and flexible benefits plus full support through the Financial Planning exams for those that wish to pursue.

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 and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

 

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