£19,000 to £25,000 plus benefits
IFA Administrator / Junior Paraplanner required by this local firm of Independent Financial Advisors, Paraplanners and IFA Administrators that provide advice to individuals and companies across Investments, Retirement Planning, Protection, Tax and Mortgages. The business continues to grow and now requires an IFA Administrator or Junior Paraplanner.
As the IFA Administrator / Junior Paraplanner you will be responsible for all new and existing business including application processing, valuations, compliance, database management and liaison with external Providers whilst providing full IFA Administration support directly to clients and the Financial Advisors within the company.
Applicants must have experience in supporting Financial Advisors within IFA, Wealth Management or Provider backgrounds. Any progress towards the Level 4 qualifications will be advantageous but is not essential.
If you are interested in this position please call the office on 0131 292 0777, complete our Enquiry Form below (quoting job title and location) or email your details to email@example.com. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.