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IFA Administrator

IFA Administrator

JohnstonGreer

Posted 12 days ago, valid for a month

Aberdeen, Aberdeenshire AB21 9QR

£20,000 - £30,000 per annum

Full Time

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Sonic Summary

Position: IFA Administrator
Salary: £22,000 to £30,000 plus benefits
Experience Required: Core support experience within an IFA or other wealth management environment
Responsibilities:
- Research work
- Liaison internally with Advisors, Paraplanners and Managers
- New business, valuations and quotations
- Provider and third-party liaison
- Compliance and record keeping
- Client management via industry database
- Good level of client contact
- Prepare for client meetings
Additional Requirements: Excellent relationship skills and good technical knowledge across Pensions and Investments

IFA Administrator

£22,000 to £30,000 plus benefits

IFA Administrator required by this forward-thinking wealth management firm that provides advice across the full range of financial planning for Private Clients and Businesses. The firm is hugely successful, well known in the area and regarded as a top employer in the IFA sector.

Working in support to Financial Planners you will be responsible for -

research work
liaon internally with Advisors, Paraplanners and Managers
new business
valuations and quotations
provider and third-party liaison
compliance and record keeping
client management via industry database
good level of client contact
prepare for client meetings

Applicants must have core support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and good technical knowledge across Pensions and Investments.

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.

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