JohnstonGreer
Published
03/02/2025
Location
Glasgow, United Kingdom
Job Type

Description

Financial Planning Administrator

£24,000 to £26,000 plus benefits

IFA Administrator required by this firm of Chartered Financial Planners that provides advice to Private and Business clients across a range of financial planning. They have expanded and moved to new city centre offices, and the growth continues with the addition of the next member of the support team.

You will be responsible for –

  • new business processing
  • valuations
  • quotations
  • servicing of existing business
  • database management
  • platform work
  • liaising externally with clients and providers
  • liaising internally with IFAs and paraplanners

Applicants will have some Financial Services experience plus excellent administration and communication skills. The firm offers an excellent range of flexible benefits.

If you are interested in this position click the apply button below or you can 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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