£21,000 to £23,000 plus benefits and exam support
IFA Administrator required by this top-end firm of Financial Planners that provides advice to HNW Private Clients across retirement planning, investments and taxation. Due to an increase in workload, they are looking to add to the support team based in the city centre.
You will be responsible for all new business processing, valuations, quotations, servicing of existing business, database management and platform work, whilst liaising externally with clients and providers and internally with IFAs and paraplanners.
Applicants must have administration experience within an advice environment plus excellent communication skills. The firm offers an excellent range of benefits which includes pension and exam support.
If you are interested in this position, please call Chris Johnston on 07860 939 925 or click the apply button below or you can also email your details to email@example.com. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.