Financial Services Coordinator
4 weeks ago
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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