£22,000 to £26,000 plus benefits
IFA Administrator required by this prominent wealth manager that provides advice to HNW private individuals across Investments and Retirement Planning. The team continues to grow they now require an Administrator to deal with technical and administration duties for a senior Advisor. You can choose your own working pattern.
You will be responsible for preparation for and follow up of advisor/client meetings, new business processing, servicing of existing business, platform based work, valuations, database management plus communications with clients and providers.
Candidates will be working in a financial services support role with exposure to a range of financial planning, and will have excellent communication and organisational skills.
JohnstonGreer is a recruitment agency that specialises in the Actuarial, Pensions and Financial Services sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.