£18,000 to £25,000 plus benefits
IFA Administrator required by this regional Wealth Management firm that provides advice to HNW individuals and wealthy families. The business continues to grow, and they now wish to recruit an additional IFA Administrator to work in support to the Financial Planners.
As the IFA Administrator, you will be responsible for providing full administrative support to the IFAs where your duties will include processing new business, quotations, valuations and preparing packs for client meetings. The role will involve high levels of client servicing, database management, client correspondence and regular contact directly with clients and providers.
Successful candidates will have experience of working in an Adviser support role with exposure to Financial Planning across Pensions and Investments. Applicants should have the ability to demonstrate excellent knowledge, awareness of current markets and an understanding of the industry regulations.
If you are interested in this position please call the office on 0131 292 0777, complete our Enquiry Form below (quoting job title and location) or email your details to firstname.lastname@example.org. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.