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Senior IFA Administrator - Wealth Manager

Posted 1 February by JohnstonGreer Ltd Ended

Senior IFA Administrator - Wealth Manager

Up to £26,000 plus benefits

Senior IFA Administrator required by this highly successful firm of Wealth Managers that provides advice to HNW Private Clients across investments, retirement planning and protection. The business continues to grow and is a leading brand within the city.

You will be responsible for all new and existing business including application processing, research work, compliance, database management and liaison with external Providers whilst providing full administration support directly to clients and the Financial Advisors within the company.

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

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

  • Investment
  • Pension Administration
  • Valuations
  • IFA Sales Support
  • IFA Administrator

Reference: 34374055

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