Support and Operations Expert

6 days ago


Inverurie, Aberdeenshire, United Kingdom JohnstonGreer Ltd Full time

About the Role

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As a Senior Administrator, you will play a critical role in supporting our Financial Planners with new business processing, valuations, quotations, provider liaison, compliance monitoring, and database management. This is an exciting opportunity to work in a dynamic team and contribute to the growth of our firm.

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Responsibilities

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Key responsibilities include:

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  • Assisting Financial Planners with new business processing">
  • Preparing for client meetings daily">
  • Communicating with high-level clients">
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Requirements

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We are seeking a highly experienced candidate with at least 2 years of experience working in support to IFAs/Advisors in similar financial planning environments. Strong communication and organizational skills are essential for success in this role.

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What We Offer

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The estimated salary for this position is £35,000-£45,000 per annum, depending on experience. Our company offers competitive benefits, including [insert benefits].

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