£17,000 to £21,000 plus benefits
IFA Administrator required by this regional IFA firm to join their team and provide support to their Paraplanners and Financial Advisors. The firm look to consistently deliver the highest quality of advice and service to both individual HNW private clients and businesses, providing full financial planning solutions including Retirement Planning, Investments, Wealth, Tax Planning and more.
As the IFA Administrator you will be responsible for all provider liaison, client meetings, producing client’s valuations, new and existing business and database management whilst completely general office administration duties.
Applicants will ideally have Financial Services experience within either a Financial Planning, Wealth Management or Provider environment. Excellent administration and communication skills.
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.