IFA Administrator

JohnstonGreer

Posted 12 hours ago, valid for 5 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 £30,000 plus benefits and bonus.
This role is offered by a well-established Wealth Management firm that caters to high-net-worth private clients.
Key responsibilities include processing new business applications, managing client records, and ensuring compliance.
Applicants are required to have advisor support experience within a Financial Planning environment and strong administration and communication skills.
The firm provides a comprehensive benefits package and offers hybrid working options.

Financial Services Administrator

To £30,000 plus benefits and bonus

IFA Administrator required by this well known and long established Wealth Management firm 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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