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Financial Services Administrator

JohnstonGreer
Posted 20 hours ago, valid for 11 days
Location

Glasgow, City of Glasgow G62 6EP, Scotland

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Financial Services Administrator position offers a salary between £24,000 to £26,000 plus benefits.
  • This role supports a wealth manager that serves high-net-worth individuals and corporate clients.
  • The administrator will handle tasks such as processing new business, servicing existing clients, and database management.
  • Candidates should have some experience in a financial services support role, ideally within an IFA firm or a Life Office.
  • Flexible working arrangements are available as part of the full range of benefits offered.

Financial Services Administrator

£24,000 to £26,000 plus benefits

IFA Support required by this top-quality wealth manager that provides advice to both HNW private individuals and corporate clients. Having grown their team of IFAs and Paraplanners they now wish to add an additional support to deal with administrative duties.

As the IFA Administrator you will be responsible for -

  • processing of new business and monitoring
  • servicing existing business
  • platform based work
  • quotations
  • database management
  • regular contact directly with clients and providers

Candidates will have some experience of working in a financial services support role, possibly in an IFA firm or perhaps a Life Office background . Full range of benefits and flexible working arrangements.

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.