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Falkirk
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IFA Administrator

IFA Administrator

JohnstonGreer

Posted 16 hours ago, valid for 6 days

Falkirk, Falkirk FK1 5NF, Scotland

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

The IFA Administrator position offers a salary of up to £26,000, along with benefits, bonuses, and exam support.
This role is with a reputable wealth management firm known for its success and status as a top employer in the IFA sector.
Key responsibilities include research work, liaising with Advisors and Paraplanners, managing new business, and client management.
Candidates should have core support experience in an IFA or wealth management environment, along with strong relationship and technical skills in Pensions and Investments.
The position requires applicants to have a minimum of experience in a similar role within the financial services sector.

IFA Administrator

To £26,000 plus benefits, bonus and exam support

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 -

research work
liaison internally with Advisors, Paraplanners and Managers
new business
valuations and quotations
provider and third-party liaison
compliance and record keeping
client management via industry database
good level of client contact
prepare 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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