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Dunfermline, Fife
IFA Administrator

IFA Administrator

JohnstonGreer

Posted 3 days ago, valid for 16 days

Dunfermline, Fife KY129BQ, Scotland

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

The position is for a Financial Services Administrator with a salary of up to £29,000 plus benefits.
The role involves supporting Independent Financial Advisors (IFAs) by processing new business, managing client records, and ensuring compliance.
Candidates must have experience in advisor support within a Financial Planning environment and possess strong administration and communication skills.
The job offers a full range of benefits and the option for hybrid working.
JohnstonGreer, the recruitment agency handling this position, specializes in the Financial Services and Pensions sectors.

Financial Services Administrator

To £29,000 plus benefits

IFA Administrator required by this highly successful firm of Wealth Managers that provides advice to HNW Private Clients across investments and retirement planning.

As the IFA Administrator you will be responsible for -

new business including application processing
servicing existing client records including database management
compliance
valuations and quotes
client communications
liaison with external Providers
platform work
providing all other administration support directly to clients and the IFAs.

Applicants must have Advisor support experience within a Financial Planning environment plus excellent administration and communication skills. The firm offers a full range of benefits and hybrid working.

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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