Financial Planning Assistant
£24,000 to £27,000 plus benefits
Financial Planning Administrator required by this top quality IFA firm that provides advice to HNW private individuals and professionals. Having grown their team of IFAs they now wish to add an additional support team member to deal with technical and administration duties.
In your role as IFA Administrator you will be responsible for the processing of new business applications, servicing existing business, platform based work, quotations, database management and regular contact directly with clients and providers.
The ideal candidate will have several years experience of working in a financial services support role with some exposure to the full range of 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 Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.