Ifa Support

1 day ago

Carlisle, United Kingdom JohnstonGreer Full time

IFA Support - Work from home

To £29,000 plus benefits

Senior IFA Support required by this national wealth management firm that provides advice across the full range of Private Client Investment, Tax and Retirement Planning. The business is highly successful and forward thinking, they have fully embraced Workingfrom Home as the new working model.

Supporting a Financial Planner remotely you will be responsible for providing full administration and some technical support including new business, valuations, quotations, provider liaison, compliance and database management. There is a high level of clientcommunication, and you will prepare for client meetings as part of your day-to-day activities.

Dealing with senior IFAs means that applicants will probably have more than 10 years’ experience working in support to Advisors in a similar wealth management environment whilst also possessing excellent relationship and negotiation skills.

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.

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