IFA Administrator

Recruiter
JohnstonGreer
Location
Newcastle Upon Tyne, UK
Salary
Competitive
Posted
16 Aug 2019
Closes
31 Aug 2019
Ref
1236862739
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
IFA Administrator

£18,000 to £23,000 plus benefits and bonus

IFA Administrator required by this highly successful firm of Financial Advisers, Paraplanners and IFA Administrators that provide advice to HNW Private Clients across Investments, Retirement Planning, Tax, Mortgages and Protection. The business continues to grow and now requires an IFA Administrator.

As the IFA Administrator, you will be responsible for all new and existing business including application processing, research work, compliance, database management and liaison with external Providers whilst providing full IFA Administration support directly to clients and the Financial Advisors within the company including valuations and preparing for client meetings.

For those wishing to progress their careers further, there will also be the opportunity to progress into a technical support role with the potential to lead into a Paraplanning position.

Applicants must have advisor support administration experience within Financial Services plus excellent administration and communication skills.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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