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IFA Administrator

IFA Administrator

JohnstonGreer

Posted 15 hours ago, valid for 5 days

Aberdeen, Aberdeenshire AB21 9QR

£36,000 - £43,200 per annum

Full Time

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Sonic Summary

The position available is for a Financial Services Administrator with a salary of up to £28,000 plus benefits.
This role is with a firm of Chartered Financial Planners that provides financial advice to both private and business clients.
The responsibilities include new business processing, valuations, servicing existing business, and database management.
Applicants are required to have support experience within an advice environment, along with strong administration and communication skills.
The firm offers an excellent range of benefits, including a pension and bonus, as part of their support for the new team member.

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.

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