£25,000 to £29,000 plus benefits
Senior IFA Support required by this national wealth management firm that provides advice across the full range of Private Client Investment, Tax and Retirement Planning. The business is highly successful and forward thinking, they have fully embraced flexibility and WFH as the new working model.
Supporting a Financial Planner remotely you will be responsible for providing full administration and some technical support including new business, valuations, quotations, provider liaison, compliance and database management. There is a high level of client communication, and you will prepare for client meetings as part of your day-to-day activities.
Dealing with senior IFAs means that applicants will probably have more than 10 years’ experience working in support to Advisors in a similar wealth management environment whilst also possessing excellent relationship and negotiation skills.
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 Actuarial, Insurance, Legal, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.