£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 email@example.com.
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.