£18,000 to £22,000 plus benefits, bonus and exam support
IFA Support required by this well-established firm of Wealth Managers that provides whole of market services and advice to clients for their financial planning, investment and risk management needs. They have an excellent reputation for high quality advice across pensions, investments and protection.
You will be responsible for all new and existing business, valuations, platform-based work, processing and liaison with Providers across the full range of planning whilst providing support directly to clients and the Independent Financial Advisors within the company.
Applicants must a financial services background, plus excellent administration and communication skills. Familiarity with Intelligent office software and 7IM platform is desirable. The firm offers an excellent range of benefits which includes bonus, pension, flexible work options, life cover and generous holiday entitlement.
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 email@example.com. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.