Senior IFA Administrator

JohnstonGreer

Posted 2 days ago, valid for 23 days

Linlithgow, West Lothian EH49 6AA, Scotland

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

The position is for a Senior IFA Administrator with a salary of up to £34,000 plus benefits and bonus.
The role is with a successful wealth management firm that offers advice on Private Client Investment and Retirement Planning.
Candidates are expected to have support experience within an IFA or wealth management environment.
Responsibilities include new business processing, investment valuations, compliance checking, and client liaison.
The firm promotes hybrid working and emphasizes the importance of excellent relationship skills and financial planning knowledge.

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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Senior IFA Administrator

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