JohnstonGreer
Published
08/01/2020
Location
Preston, United Kingdom
Job Type

Description

£19,000 to £24,000 plus benefits

IFA Administrator required by this regional wealth manager that provides advice to HNW private individuals and business clients across Investments, Retirement, Cashflow Modelling, Tax and Protection. Having grown their team of IFAs they now wish to add additional support professional to deal with technical and administration duties.

Supporting the Financial Advisors, you will be responsible for the new business processing, valuations, WRAP work, quotations, database management, general office support and client communications.

You will have experience of working in a financial services support role, ideally with exposure to the full range of financial planning across pensions and investments. Exposure to IFA tools and systems would be advantageous.

If you are interested in this position, please call the office on 0131 292 0777 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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