IFA Sales Support

Recruiter
JohnstonGreer Ltd
Location
Bellshill
Salary
£19,000 to £26,000 plus benefits
Posted
09 Nov 2017
Closes
15 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
IFA Sales Support £19,000 to £26,000 plus benefits IFA Administrator required by this regional Wealth Manager that provides financial planning to HNW clients across investments, taxation and pensions. Connected to a professional practice the IFA arm continues to grow and now seeks an additional team member to support the Financial Planners. As IFA Support you will deal with the preparation for client meetings and follow up of action points, new business processing, platform trades and other servicing, valuations, record keeping and data management plus liaison with clients and providers. You will be experienced in supporting Financial Advisors including exposure to the industry platforms and back office tools. You will have excellent team working skills whilst also capable of operating on your own initiative taking responsibility for your full remit. Please call Chris Johnston on (0)131 292 0778. 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.