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IFA Administrator

Job LocationEdinburgh
EducationNot Mentioned
Salary23,000 - 29,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time Work from home

Job Description

IFA AdministratorUp to £29,000 plus benefitsSenior IFA Support required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it providesto its High Net Worth client portfolio.Working alongside a Financial Planning Director you will be responsible for providing administration and technical support including new business, valuations, quotations, provider liaison, compliance and database management. There is a high level of clientcontact and you will prepare for client meetings and write reports as part of your day-to-day activities.Applicants must have wide ranging support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and technical knowledge.JohnstonGreer is a recruitment agency that specialises in the Actuarial, Pensions and Financial Services sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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