£24,000 to £29,000 plus benefits
Financial Planning Administrator required by this regional wealth manager that provides advice to HNW individuals and corporate clients. Having grown the business they now wish to recruit an Administrator to deal with all support required by the Financial Advisors.
Working in tandem with the IFA team you will be responsible for new business processing, servicing existing client portfolio, client correspondence, preparation for review meetings, quotations, valuations, database management plus liaison with Providers and other third parties.
The ideal candidate will have experience of working in a Financial Services support role with exposure to financial planning across pensions and investments.
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, Insurance, Legal, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.