IFA Administrator
other jobs JohnstonGreer
Added before 3 Days
- Scotland,Fife
- full-time
- £26,000 - £30,000 per annum
Job Description:
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.
£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.
Job number 1786509
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Company Details:
JohnstonGreer
Company size:
Industry:
JohnstonGreer is a specialist recruitment firm operating within the Actuarial, Insurance, Legal, Mortgage, Pension and Wealth sectors dealing with a w...