Glenrothes, United Kingdom
Job Type


£24,000 to £28,000 plus benefits

Administrator required by this wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The firm is long established and well known in the area and continues to grow, therefore looking to add to the existing team.

Supporting the Financial Planners you will be responsible for new business processing, valuations, quotations, provider/third party liaison, compliance monitoring 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 have some experience working with IFAs/Advisors in a similar financial planning or provider 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

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.

Drop files here browse files ...

Related Jobs

Financial Planning Administrator - Westhill, Aberdeenshire   Westhill, Aberdeenshire, United Kingdom new
Financial Planner - Kendal   Kendal, United Kingdom new
Paraplanner - Edinburgh   Edinburgh, United Kingdom new
IFA Administrator - St. Andrews   St. Andrews, United Kingdom new
Chartered Financial Planner - Aberdeen   Aberdeen, United Kingdom new
Are you sure you want to delete this file?