JohnstonGreer
Published
19/03/2020
Location
Harrogate, United Kingdom
Job Type

Description

£19,000 to £24,000 plus benefits

IFA Administrator required by this National Financial Services firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning.

The IFA Administrator duties will include producing valuations, processing new business, platform work, database management and the preparation for client meetings. You will also be responsible for liaising with external providers and clients via telephone, email and written correspondence.

You will ideally be experienced in providing administrative support within an IFA environment, or similar, and must be able to demonstrate excellent technical knowledge, awareness of the current markets and an understanding of the industry regulations.

If you are interested in this position, please call Lewis Campbell on 07539 566 316 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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