JohnstonGreer
Published
10/03/2020
Location
Birmingham, United Kingdom
Job Type

Description

£18,000 to £23,000 plus benefits

IFA Administrator required by this National IFA 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 administration support within an IFA environment and must be able to demonstrate excellent technical knowledge, awareness of the current markets and an understanding of the industry regulations. Any current progression towards industry Level 4 exams would be advantageous but not essential.

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 info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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