IFA Administrator - JohnstonGreer : Job Details

IFA Administrator

JohnstonGreer

Job Location : Linlithgow, UK

Posted on : 06/12/2024 - Valid Till : 17/01/2025

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.

Salary : 26000 - 30000

Apply Now!

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