Senior Ifa Administrator - Belfast, United Kingdom - JohnstonGreer

JohnstonGreer

Verified Company

Belfast, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Senior IFA Administrator

To £30,000 plus benefits, parking and bonus

Financial Services Administrator required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning.

The business is hugely successful through the ongoing quality servicethat it provides to its High Net Worth client portfolio. This firm has fully returned to the office.

Working alongside a Financial Planning Director and another IFA you will be responsible for providing administration support including new business, valuations, quotations, provider liaison, compliance and database management.

There is a high level of clientcontact and you will prepare for client meetings whilst also completing post meeting action points.

Applicants must have support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and knowledge of a range of financial plannning.

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.