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Financial Services Administrator

JohnstonGreer
Posted 24 days ago, valid for 6 days
Location

Aberdeen, Aberdeenshire AB21 9QR

Salary

£20,000 - £35,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Job Title: Financial Services Administrator
  • Salary: £24,000 to £28,000 plus benefits
  • Experience Required: Applicants must have support experience within an advice environment
  • Responsibilities: new business processing, valuations, quotations, servicing of existing business, database management, platform work, liaising externally with clients and providers, liaising internally with IFAs and paraplanners
  • Benefits: The firm offers an excellent range of benefits which includes pension and bonus

Financial Services Administrator

£24,000 to £28,000 plus benefits

IFA Administrator required by this firm of Financial Planners that provides advice to Private and Business clients across a range of financial planning. They have expanded and moved to new city centre offices, and the growth continues with the addition of the next member of the support team.

You will be responsible for -

  • new business processing
  • valuations
  • quotations
  • servicing of existing business
  • database management
  • platform work
  • liaising externally with clients and providers
  • liaising internally with IFAs and paraplanners

Applicants must have support experience within an advice environment plus excellent administration and communication skills. The firm offers an excellent range of benefits which includes pension and bonus.

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

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.