JohnstonGreer
Published
10/06/2020
Location
Carlisle, United Kingdom
Job Type

Description

£21,000 to £25,000 plus benefits and bonus

Senior IFA Administrator / Junior Paraplanner required by a Wealth Management firm to work with Private Clients across a range of financial advice including Pensions and Investments.

The Senior IFA Administrator duties will include research and suitability report writing, provider liaison, client communications, valuations, platform work, database management and the preparation for and attendance at client meetings.

Ideally, the candidate will have experience working within an IFA environment, Level 4 qualifications not necessary but would be beneficial. You will receive a competitive salary and a range of benefits including 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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