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Senior Financial Planning Assistant
2 weeks ago
Senior Financial Planning Assistant
To £28,000 plus benefits
Senior IFA Support required by this high-end wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides toits client portfolio.
Working alongside a Director you will be responsible for providing administration and technical support including research, new business, report writing, valuations, quotations, provider liaison, compliance and database management. There is a high levelof client contact and you will prepare for and attend some client meetings as part of your day to day activities.
Applicants must have wide ranging support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills, technical knowledge and a high level of integrity.
JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
