Ifa Administrator - Glasgow, United Kingdom - JohnstonGreer

JohnstonGreer
JohnstonGreer
Verified Company
Glasgow, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
IFA Administrator

£22,000 to £26,000 plus benefits


IFA Administrator required by this top-quality firm of Independent Financial Advisors that provides advice to professionals and other HNW individuals.

Initially working in IFA administration the firm will look to move you into paraplanning.
- servicing existing business
- liaison with Providers
- valuations amd quotations
- platform work
- preparation for meetings including diary management
- client communications.


Applicants must have experience within the Financial Services industry and be comfortable building and cultivating relationships with the firm's portfolio of clients.

You will be happy working in a team environment where you prioritise your own workload.

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.
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