£21,000 to £25,000 plus benefits and bonus
IFA Support professional required by this local wealth manager that provides advice to HNW private individuals across Investments and Retirement Planning. The team continues to grow they now require an Administrator to deal with technical and administration duties for a senior Advisor/Director.
You will be responsible for new business applications, servicing of existing business, platform based work, valuations, database management, regular communications with clients and providers plus preparation for meetings.
Candidates will be working in a financial services support role with exposure to a range of financial planning across retirement, tax and investments.
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 firstname.lastname@example.org. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.