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Financial Services Administrator
To £28,000 plus benefits
IFA Administrator required by this firm of Chartered Financial Planners that provides advice to Private and Business clients across a range of financial planning. They have expanded and moved to new city centre offices, and the growth continues with the addition of the next member of the support team.
You will be responsible for -
- new business processing
- valuations
- quotations
- servicing of existing business
- database management
- platform work
- liaising externally with clients and providers
- liaising internally with IFAs and paraplanners
Applicants must have support experience within an advice environment plus excellent administration and communication skills. The firm offers an excellent range of benefits which includes pension and bonus.
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.
