Financial Planning Support

JohnstonGreer

Posted 11 days ago, valid for 7 days

Edinburgh, City of Edinburgh EH105BP, Scotland

£35,000 - £42,000 per annum

Full Time

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Sonic Summary

An IFA Administrator is needed by a successful Wealth Management firm that serves high-net-worth private clients.
The salary for this position ranges from £25,000 to £32,000, accompanied by a benefits package.
Responsibilities include processing new business applications, managing client records, and ensuring compliance.
Candidates must possess advisor support experience in a financial planning environment along with strong administration and communication skills.
The firm offers hybrid working options and a comprehensive range of benefits.

IFA Administrator

£25,000 to £32,000 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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