Home
Perth
IFA Administrator

IFA Administrator

JohnstonGreer

Posted 6 days ago, valid for 20 days

Perth, Perth and Kinross PH1 5AX, Scotland

£18,000 - £21,600 per annum

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

The position is for an IFA Administrator with a salary range of £26,000 to £30,000 plus benefits.
The role involves providing technical and administrative support to a wealth management team serving high-net-worth individuals and corporate clients.
Key responsibilities include processing new business applications, servicing existing clients, and managing databases.
Candidates should have experience in a financial services support role, ideally with exposure to pensions and investments.
The company offers a full range of benefits and flexible working arrangements, including hybrid options.

IFA Administrator

£26,000 to £30,000 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 they now wish to add an additional support professional to deal with technical and administrative duties.

You will operate as an IFA Administrator and be responsible for -

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

The ideal candidate will have experience of working in a financial services support role with some exposure to the full range of financial planning across pensions and investments. Full range of benefits and flexible working arrangements including hybrid.

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

IFA Administrator

Senior Administrator - Financial Planning

Training and Compliance Manager (Wealth Management)

Year 5 Teacher