IFA Administrator

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IFA Administrator

Aberdeen

Post Date, 25/11/2024

Salary: 26000-29000 per annum

Permanent

Financial Services Administrator

To £28,000 plus benefits

IFA Administrator required by this firm of Chartered Financial Planners that provides advice to Private and Business clients across a range of financial planning. They have expanded and moved to new city centre offices, and the growth continues with the addition of the next member of the support team.

You will be responsible for -

  • new business processing
  • valuations
  • quotations
  • servicing of existing business
  • database management
  • platform work
  • liaising externally with clients and providers
  • liaising internally with IFAs and paraplanners

Applicants must have support experience within an advice environment plus excellent administration and communication skills. The firm offers an excellent range of benefits which includes pension and bonus.

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.

Job Responsibility
Contract Details
  • Contract Type: Permanent
  • Salary Type: per annum
  • Total Applications: 12
  • Last Date: 17/02/2025
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