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Financial Planning Administrator

Job LocationBelfast
EducationNot Mentioned
Salary22,000 - 26,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Financial Planning Administrator£22,000 to £26,000 plus benefitsFinancial Planning Administrator required by this top-quality firm of Independent Financial Advisors that provides advice to professionals and other HNW individuals. Career wise you can remain as a professional Administrator forever or move into parplanningafter a couple of years.You will be responsible for all administartion for IFAs including -

  • new business including processing applications
  • servicing existing business
  • liaison with Providers
  • valuations and 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 firms 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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