£22,000 to £26,000 plus benefits and bonus
IFA Support required by this local wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides to its client portfolio.
Working alongside a Director and other Advisors you will be responsible for providing administration support including new business, valuations, quotations, provider liaison, compliance and database management. There is a high level of client contact and you will prepare for client meetings as part of your day to day activities.
Applicants must have support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and good knowledge of financial planning.
If you are interested in this position, please call Chris Johnston on 07860 939 925 or click the apply button below. You can also email your details to firstname.lastname@example.org.
JohnstonGreer is a recruitment agency that specialises in the Actuarial, Pensions and Financial Services sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.