Financial Planning Support

JohnstonGreer

Posted a day ago, valid for 18 days

Edinburgh, City of Edinburgh EH105BP, Scotland

£35,000 - £42,000 per annum

Full Time

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Sonic Summary

An IFA Administrator position is available with a highly successful Wealth Management firm, offering a salary between £25,000 to £32,000 plus benefits.
The role involves processing new business applications, managing existing client records, ensuring compliance, and providing comprehensive administration support.
Candidates must have prior advisor support experience in a Financial Planning environment along with strong administration and communication skills.
The company promotes a hybrid working model and provides a full range of benefits to its employees.
JohnstonGreer, the recruitment agency handling this position, specializes in the Financial Services and Pensions sectors.

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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