Ifa Administrator

2 days ago


Edinburgh, United Kingdom JohnstonGreer Full time

IFA Administrator

£25,000 to £29,000 plus benefits

This highly successful IFA firm provides advice across the full range of Private Client Investment and Retirement Planning. They now require a new IFA Administrator to provide support to the Financial Planners.

Working alongside a Financial Planning Director you will be responsible for providing administration and technical support including new business, valuations, quotations, provider liaison, compliance and database management. There is a high level of clientcontact and you will prepare for client meetings and write reports as part of your day-to-day activities.

Applicants must have administration experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and technical knowledge.

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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