Senior IFA Administrator

JohnstonGreer

Posted 11 hours ago, valid for 14 days

Glasgow, City of Glasgow G62 6EP, Scotland

Full Time

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Sonic Summary

The Senior IFA Administrator position offers a salary of up to £34,000 plus benefits and bonus.
This role is with a successful wealth management firm focusing on Private Client Investment and Retirement Planning.
The firm provides hybrid working and requires applicants to have experience in an IFA or wealth management environment.
Key responsibilities include new business processing, investment valuations, compliance checking, and preparing for client meetings.
Excellent relationship skills and knowledge of financial planning are essential for this role.

Senior IFA Administrator

To £34,000 plus benefits and bonus

Financial Services Administrator required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides to its High-Net-Worth client portfolio. This firm offers hybrid working.

Working alongside a Financial Planning Director and another IFA you will be responsible for providing administration support including -

new business processing
investment valuations
quotations
provider and other third-party liaison
compliance checking
database management
high level of client contact
prepare for client meetings
completing post meeting action point

Applicants must have support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and knowledge of a range of financial planning.

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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