IFA Sales Support
£19,000 to £23,000 plus benefits and exam support
IFA Support Administrator required by this well-known regional player that provides expert financial advice and exceptional levels of service to HNW individuals and businesses. Due to continued growth and the acquisition of new clients they are now looking to expand the existing team with an experienced Administrator.
You will be responsible for all new business processing, valuations, quotations, servicing of existing business, suitability letters, database management and platform work whilst liaising externally with clients and providers and internally with IFAs and Paraplanners.
Applicants must have Advisor support experience within a Financial Planning environment plus excellent administration and communication skills. The firm offers an excellent level of salary and benefits including a contribution towards pension and exam support should you wish to progress with professional qualifications.
JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Investment, Pension and Wealth Management sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.