Ifa Administrator - Glasgow, United Kingdom - JohnstonGreer

JohnstonGreer

Verified Company

Glasgow, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

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.

The business is highly successful and forward thinking.

Supporting a Financial Planner you will be responsible for providing full administration and some technical support including new business, valuations, quotations, provider liaison, compliance and database management.

There is 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.

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.