IFA Administrator

IFA Administrator£28,000 to £32,000 plus benefitsA highly successful firm of Wealth Managers is seeking an experienced Financial Services Administrator to join its team. The business is well-established and recognised locally for providing high-quality advice to High-Net-Worth clients across investments, tax planning, cashflow modelling, retirement planning and protection.Working closely with the Financial Planners, you will provide comprehensive administrative and client support, including:Processing new business applicationsServicing existing client workConducting researchPreparing documentation for meetingsManaging client contact, including arranging appointmentsEnsuring compliance requirements are metPreparing reports and packs for client meetingsProducing valuationsMaintaining accurate client and database recordsYou will have previous experience supporting Financial Advisers or Planners, strong administrative capability, excellent communication skills and a proactive, client-focused approach.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. We also support firms growing through acquisition and owners seeking to exit. ..... full job details .....