Ifa Administrator - Inverness, United Kingdom - JohnstonGreer
Description
IFA Administrator
To £25,000 plus benefits
IFA Administrator required by this growing wealth management firm that provides advice across the full range of Private Client Investment, Tax and Retirement Planning.
As the IFA Administrator you will be supporting a Financial Planner and be responsible for providing full administration and some technical support including new business, valuations, quotations, provider liaison, compliance and database management.
Thereis a high level of client communication, and you will prepare for client meetings as part of your day-to-day activities.
Dealing with senior IFAs means that applicants will have experience working in support to Advisors in a similar wealth management environment whilst also possessing excellent relationship and negotiation skills.
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