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IFA Administrator - Dunfermline

JohnstonGreer Ltd

Dunfermline

On-site

GBP 29,000

Full time

30+ days ago

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This forward-thinking wealth management firm is seeking an IFA Administrator to support Financial Planners in delivering exceptional financial advice. The role involves conducting research, managing client relationships, and ensuring compliance within a dynamic environment. Known for its success and regarded as a top employer in the sector, this innovative firm offers a great opportunity for those looking to advance their career in financial services. Join a team where your contributions will make a significant impact on client satisfaction and business success.

Core support experience in IFA or wealth management is essential.
Excellent relationship skills and technical knowledge required.

Research work and liaising with Advisors and Managers.
Client management and preparing for client meetings.

Research Skills

Client Management

Technical Knowledge (Pensions and Investments)

Relationship Skills

Compliance Knowledge

Industry Database

IFA Administrator

To £29,000 plus benefits

IFA Administrator required by this forward-thinking wealth management firm that provides advice across the full range of financial planning for Private Clients and Businesses. The firm is hugely successful, well known in the area and regarded as a top employer in the IFA sector.

Working in support to Financial Planners you will be responsible for:

Research work
Liaison internally with Advisors, Paraplanners and Managers
New business
Valuations and quotations
Provider and third-party liaison
Compliance and record keeping
Client management via industry database
Good level of client contact
Prepare for client meetings

Applicants must have core support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and good technical knowledge across Pensions and Investments.

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 specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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