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IFA Support

Job LocationDunfermline
EducationNot Mentioned
Salary£20,000 - £24,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Financial Services Administrator£20,000 to £24,000 plus benefitsIFA Administrator required by this highly successful firm of Financial Planners that provides advice to HNW Private Clients across investments, retirement planning and protection. The business continues to grow and is a well known practice within the region.You will be responsible for all new and existing business including application processing, client communications, valuations, compliance, database management and liaison with external Providers whilst providing full support directly to clients and the Financial Advisors.Applicants must have Advisor support experience within a Financial Planning environment plus excellent administration and communication skills. The firm offers the opportunity to work locally with a firm focussed on team work and client care.JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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