IFA Administrator

JohnstonGreer

Posted 14 hours ago, valid for 6 days

Callander, Stirling FK178HG, Scotland

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

The position of IFA Administrator offers a salary of up to £26,000 plus benefits, bonus, and exam support.
This role is with a forward-thinking wealth management firm known for providing comprehensive financial planning advice to private clients and businesses.
The successful candidate will support Financial Planners and handle various responsibilities including research work, client management, and compliance tasks.
Applicants are required to have core support experience within an IFA or wealth management environment, along with strong relationship skills and technical knowledge in Pensions and Investments.
JohnstonGreer, the recruitment agency facilitating this role, specializes in the Financial Services and Pensions sectors.

IFA Administrator

To £26,000 plus benefits, bonus and exam support

IFA Administrator required by this forward-thinking wealth management firm that provides advice across the full range of financial planning for Private Clients and Businesses. The firm is hugely successful, well known in the area and regarded as a top employer in the IFA sector.

Working in support to Financial Planners you will be responsible for -

research work
liaison internally with Advisors, Paraplanners and Managers
new business
valuations and quotations
provider and third-party liaison
compliance and record keeping
client management via industry database
good level of client contact
prepare for client meetings

Applicants must have core support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and good technical knowledge across Pensions and Investments.

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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