JohnstonGreer
Published
10/08/2022
Location
Westhill, Aberdeenshire, United Kingdom
Job Type

Description

£24,000 to £26,000 plus benefits

Financial Planning Administrator required by this local IFA that provides financial planning to clients across pensions, protection, investments and tax. Connected to a professional practice the IFA arm continues to grow and now seeks an additional team member to support the Financial Planners.

You will deal with the preparation for client meetings, follow up of action points, new business processing, platform trades and other servicing, valuations, record keeping, data management plus liaison with clients and providers.

You will be experienced in supporting Financial Advisors including exposure to the industry platforms and back office tools. You will have excellent team working skills whilst also capable of operating on your own initiative taking responsibility for your full remit.

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 info@johnstongreer.co.uk.

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

 

Apply
Drop files here browse files ...

Related Jobs

Financial Planner - Kendal   Kendal, United Kingdom new
09/08/2022
Paraplanner - Edinburgh   Edinburgh, United Kingdom new
09/08/2022
IFA Administrator - St. Andrews   St. Andrews, United Kingdom new
09/08/2022
Chartered Financial Planner - Aberdeen   Aberdeen, United Kingdom new
09/08/2022
Financial Services Administrator - Glenrothes   Glenrothes, United Kingdom new
08/08/2022
Are you sure you want to delete this file?
/