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Senior Ifa Administrator/paraplanner

2 weeks ago


Edinburgh, United Kingdom JohnstonGreer Full time

Senior IFA Administrator/Paraplanner

£26,000 to £32,000 plus benefits

Paraplanner/IFA Administartor required by this well-established financial advice firm that offers first class advice to HNW clients and business owners. Due to continued growth, they are looking to recruit a senior member of staff to join the team with theresponsibility for administration and providing techncial support.

Whilst dealing with day-to-day IFA administration you will also be responsible for report writing, research, valuations, quotations, input to the advice process and preparation for client meetings. You will act as first point of contact for all client communications.

To be successful in this role you will be an experienced Administrator and Paraplanner within the Financial sector with a skillset including report writing. You will possess excellent administration and communication skills and be happy to return to an officebased role.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Pensions and Financial Services sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.