Financial Planning Administrator
To £28,000 plus benefits and bonus
IFA Administrator required by this forward-thinking wealth management firm that provides advice across the full range of financial planning for Private Clients and Businesses. The firm is hugely successful, well known in the area and regarded as a top employer in the IFA sector.
Working in support to Financial Planners you will be responsible for -
- research work
- liaison internally with Advisors, Paraplanners and Managers
- new business
- valuations and quotations
- provider and third-party liaison
- compliance and record keeping
- client management via industry database
- good level of client contact
- prepare for client meetings
Applicants must have core support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and good technical knowledge across Pensions and Investments.
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.