IFA Administrator

Posted 1 November by JohnstonGreer

IFA Administrator

£20,000 up to £25,000

IFA Administrator required by this local top-quality Financial Planning firm that provide advice to both private individuals and corporate clients. Having seen growth in the business they now wish to add an additional Administrator to deal with technical and administration duties.

As an IFA Administrator, you will be responsible for the processing of:

  • New business applications
  • Servicing existing business
  • Producing valuations
  • Platform-based work, quotations and research
  • Database management
  • Regular contact with Clients and product Providers

The ideal candidate will have experience of working in an IFA Administrator/Technical Assistant role with exposure to the full range of financial planning across Pensions and Investments. Ideally seeking someone who is progressing through Level 4 Diploma in Financial Planning/Advice.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Required skills

  • Financial Planning
  • Financial Services
  • HNW
  • IFA Sales Support
  • IFA Administrator

Application question

Are you an experienced in Financial Services?

Reference: 36508399

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