Financial Services Administrator

Financial Services Administrator

To £26,000 plus benefits

IFA Administrator required by this highly successful firm of Wealth Managers that provides advice to HNW Private Clients across investments and retirement planning. You can remain as a professional IFA Administrator forever or move into paraplanning in a couple of years.

As the IFA Administrator you will be responsible for -

• new business including application processing
• servicing existing client records including database management
• compliance
• valuations and quotes
• client communications
• liaison with external Providers
• platform work
• providing all other administration support directly to clients and the IFAs.

Applicants must have Advisor support experience within a Financial Planning environment plus excellent administration and communication skills. The firm offers a full range of benefits which includes pension and exam support (if required).

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.