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IFA Support (WFH)

Job LocationEdinburgh
EducationNot Mentioned
Salary25,000 - 29,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time Work from home

Job Description

IFA Support - Work from homeTo £29,000 plus benefitsSenior IFA Support required by this national wealth management firm that provides advice across the full range of Private Client Investment, Tax and Retirement Planning. The business is highly successful and forward thinking, they have fully embraced Workingfrom Home as the new working model.Supporting a Financial Planner remotely you will be responsible for providing full administration and some technical support including new business, valuations, quotations, provider liaison, compliance and database management. There is a high level of clientcommunication, and you will prepare for client meetings as part of your day-to-day activities.Dealing with senior IFAs means that applicants will probably have more than 10 years experience working in support to Advisors in a similar wealth management environment whilst also possessing excellent relationship and negotiation skills.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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