Financial Planning Administrator

4 weeks ago


Glasgow, United Kingdom JohnstonGreer Full time

Financial Planning Administrator

£22,000 to £26,000 plus benefits

IFA Supporequired by this top-quality firm of Independent Financial Advisors that provides advice to professionals and other HNW individuals. Initially working in administration the firm will look to move you into paraplanning.
- 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
- be comfortable building and cultivating client relationships
- be happy working in a team environment
- prefer to 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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