Up to £25,000 plus benefits, bonus and exam support
Senior IFA Support required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides to its High Net Worth client portfolio.
Working alongside a Wealth Manager and Paraplanner you will be responsible for providing administration and technical support including new business, valuations, quotations, provider liaison, compliance and database management. There is a high level of client contact and you will prepare for client meetings as part of your day-to-day activities.
Applicants must have wide ranging support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and technical knowledge.
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 firstname.lastname@example.org.
JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Legal, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.