Financial Planning Administrator
Salary: £24,000 to £26,000 plus benefits
IFA Administrator required by this firm of Chartered 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.
Responsibilities:
1. New business processing
2. Valuations
3. Quotations
4. Servicing of existing business
5. Database management
6. Platform work
7. Liaising externally with clients and providers
8. Liaising internally with IFAs and paraplanners
Qualifications:
Applicants will have some Financial Services experience plus excellent administration and communication skills. The firm offers an excellent range of flexible benefits.
If you are interested in this position, please call Chris Johnston on (07860) 939 925 or click the apply button below. You can also email your details to info@johnstongreer.co.uk.
JohnstonGreer is a recruitment agency that specializes in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
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