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IFA Administrator

IFA Administrator

JohnstonGreer

Posted 2 days ago, valid for 22 days

Perth, Perth and Kinross PH1 5AX, Scotland

£18,000 - £21,600 per annum

Full Time

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Sonic Summary

IFA Administrator position available with a salary range of £26,000 to £30,000 plus benefits.
The role requires experience in a financial services support position, ideally with exposure to pensions and investments.
Key responsibilities include processing new business applications, servicing existing clients, and managing databases.
The company is a top-quality wealth manager serving both high-net-worth individuals and corporate clients.
Flexible working arrangements, including hybrid options, are offered as part of the benefits package.

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.

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