
Senior Administrator
6 days ago
Company Overview
">JohnstonGreer Ltd is an established wealth management firm that provides advice for Private Client Investment and Retirement Planning. We are seeking a highly skilled Senior Administrator to join our team due to continued growth.
">Job Description
">This role involves assisting Financial Planners with new business processing, valuations, quotations, provider liaison, compliance monitoring, and database management. The ideal candidate will have strong communication skills, enabling them to prepare for client meetings daily.
">Key Responsibilities
">- ">
- Assist Financial Planners with new business processing">
- Prepare for client meetings daily">
- Communicate with high-level clients">
Requirements
">We are looking for a candidate with at least 2 years of experience working in support to IFAs/Advisors in similar financial planning environments. Strong organizational and time-management skills are essential for this role.
">Benefits
">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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