IFA Administrator

JohnstonGreer

Posted 4 days ago, valid for a day

Callander, Stirling FK178HG, Scotland

£24,000 - £28,800 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

A Financial Services Administrator is sought by a successful wealth management firm, offering a salary between £26,000 and £31,000 plus benefits.
The role involves providing administrative support to a Financial Planning Director and another IFA, including new business processing and client liaison.
Candidates must have experience in an IFA or wealth management environment and possess strong relationship skills.
The firm allows up to 2 days of remote work per week, promoting a flexible working environment.
JohnstonGreer, a recruitment agency specializing in Financial Services and Pensions, is managing the hiring process for this position.

IFA Administrator

£26,000 to £31,000 plus benefits

Financial Services Administrator required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides to its High Net Worth client portfolio. This firm now offers up to 2 days per week WFH.

Working alongside a Financial Planning Director and another IFA you will be responsible for providing administration support including -

new business processing
investment valuations
quotations
provider and other third-party liaison
compliance checking
database management
high level of client contact
prepare for client meetings
completing post meeting action points

Applicants must have support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and knowledge of a range of financial planning.

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.

Apply now in a few quick clicks

IFA Administrator

PA/Admin Assistant

Legal Secretary

Legal Secretary