Job Description
IFA Administrator
£28,000 to £32,000 plus benefits
A highly successful firm of Wealth Managers is seeking an experienced Financial Services Administrator to join its team. The business is well-established and recognised locally for providing high-quality advice to High-Net-Worth clients across investments, tax planning, cashflow modelling, retirement planning and protection.
Working closely with the Financial Planners as the IFA Administrator, you will provide comprehensive administrative and client support, including:
- Processing new business applications
- Servicing existing client work
- Conducting research
- Preparing documentation for meetings
- Managing client contact, including arranging appointments
- Ensuring compliance requirements are met
- Preparing reports and packs for client meetings
- Producing valuations
- Maintaining accurate client and database records
You will have previous experience supporting Financial Advisers or Planners, strong administrative capability, excellent communication skills and a proactive, client-focused approach.
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. We also support firms growing through acquisition and owners seeking to exit.
