Financial Services Coordinator

4 weeks ago


Inverurie, Aberdeenshire, United Kingdom JohnstonGreer Full time

Financial Services Administrator


To £26,000 plus benefits


JohnstonGreer, a leading recruitment agency specialising in the Financial Services and Pensions sectors, is seeking an experienced IFA Administrator to join their team.


As an IFA Administrator, you will be responsible for



  • new business including application processing
  • servicing existing client records including database management
  • compliance
  • valuations and quotes
  • client communications
  • liaison with external Providers
  • platform work
  • providing all other administration support directly to clients and the IFAs.

You will have Advisor support experience within a Financial Planning environment plus excellent administration and communication skills. The firm offers a full range of benefits, including pension and exam support, to help you develop your career.


This is a fantastic opportunity to join a highly successful firm of Wealth Managers that provides advice to HNW Private Clients across investments and retirement planning.



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