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Financial Services Administrator

Financial Services Administrator

JohnstonGreer

Posted 14 hours ago, valid for 5 days

Falkirk, Falkirk FK1 5NF, 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 and bonus.
This role is with a forward-thinking wealth management firm that provides comprehensive financial planning advice.
The successful candidate will support Financial Planners and be involved in tasks such as client management, compliance, and liaising with various stakeholders.
Applicants should have core support experience within an IFA or wealth management environment, along with strong relationship skills and technical knowledge in Pensions and Investments.
Experience in the industry is required, although the specific number of years is not mentioned in the job description.

Financial Services Administrator

To £29,000 plus benefits and bonus

IFA Administrator required by this forward-thinking wealth management firm that provides advice across the full range of financial planning for Private Clients and Businesses. The firm is hugely successful, well known in the area and regarded as a top employer in the IFA sector.

Working in support to Financial Planners you will be responsible for -

liaison internally with Advisors, Paraplanners and Managers
new business
valuations
quotations
provider and third-party liaison
compliance and record keeping
client management via database
good level of client contact
preparation for client meetings

Applicants must have core support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and good technical knowledge across Pensions and Investments.

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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