Ifa Administrator - Glasgow, United Kingdom - JohnstonGreer

JohnstonGreer

Verified Company

Glasgow, United Kingdom

3 weeks ago

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.