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Dundee
IFA Administrator

IFA Administrator

JohnstonGreer

Posted 6 days ago, valid for 20 days

Dundee, City of Dundee DD4 9FA

£50,000 - £60,000 per annum

Full Time

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Sonic Summary

The IFA Administrator position offers a salary ranging from £26,000 to £30,000, along with additional benefits.
This role is with a reputable wealth manager that serves high-net-worth individuals and corporate clients.
The successful candidate will handle technical and administrative tasks, including processing new business applications and managing databases.
Candidates should possess experience in a financial services support role, ideally with exposure to pensions and investments.
Flexible working arrangements, including hybrid options, are available for this position.

IFA Administrator

£26,000 to £30,000 plus benefits

IFA Support required by this top-quality wealth manager that provides advice to both HNW private individuals and corporate clients. Having grown their team of IFAs they now wish to add an additional support professional to deal with technical and administrative duties.

You will operate as an IFA Administrator and be responsible for -

processing of new business applications
servicing existing business
platform based work
quotations
database management
regular contact directly with clients and providers

The ideal candidate will have experience of working in a financial services support role with some exposure to the full range of financial planning across pensions and investments. Full range of benefits and flexible working arrangements including hybrid.

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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