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Inverurie
Public funding advisor
Financial Services Administrator

Financial Services Administrator

JohnstonGreer

Posted a day ago, valid for 23 days

Inverurie, Aberdeenshire AB51 4ZS

£25,000 - £30,000 per annum

Full Time

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Sonic Summary

The position available is for a Financial Services Administrator with a salary of up to £26,000 plus benefits.
The firm specializes in wealth management and provides advice to high-net-worth private clients on investments and retirement planning.
The role involves responsibilities such as new business processing, client record servicing, compliance, and client communications.
Applicants should have advisor support experience in a financial planning environment and possess strong administration and communication skills.
The company offers a comprehensive benefits package, including pension and exam support, and there is potential for career progression into paraplanning after a couple of years.

Financial Services Administrator

To £26,000 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. You can remain as a professional IFA Administrator forever or move into paraplanning in a couple of years.

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 which includes pension and exam support (if required).

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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