JohnstonGreer
Published
30/04/2024
Location
Stirling, United Kingdom
Job Type

Description

Financial Services Administrator

£23,000 to £25,000 plus benefits

Administrator required by this highly successful firm of Financial Advisors that provides advice to HNW Private Clients across investments, retirement planning and tax. The business has a network of branches throughout the UK and continues to grow through recruitment and acquisition of other firms.

You will be responsible for providing high quality customer service to the client portfolio including –

  • valuations
  • collating of data
  • database management
  • liaison with external parties
  • general office duties
  • reports for Advisors and regulators
  • assisting with projects and processes
  • fee management
  • compliance

Applicants will have similar administration experience, ideally within a Financial organisation such as a Pensions Provider, Financial Advisor, Bank or Investment firm. The opportunity includes a full range of benefits which includes pension, flexible benefits and bonus.

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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