Ifa Administrator
1 day ago
IFA Administrator
£23,000 to £28,000 plus benefits
IFA Administrator required by this local wealth manager that provides advice to HNW private individuals across Investments and Retirement Planning. The team continues to grow they now require an Administrator to deal with technical and administration dutiesfor the IFAs. The firm is working on a hybrid model basis.
You will be responsible for preparation for and follow up of advisor/client meetings, new business processing, servicing of existing business, platform based work, valuations, database management plus communications with clients and providers.
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.
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Ifa Administrator
1 day ago
Dunfermline, United Kingdom JohnstonGreer Full timeIFA Administrator £22,000 to £24,000 plus benefits IFA Support required by this 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 and they continue to grow the local team. Supporting a Financial Planner you will be...
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Dunfermline, Fife, United Kingdom Meraki Talent Full timeSenior IFA Administrator Permanent Meraki Talent's Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh. Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records Conduct...
