Financial Services Administrator - Inverurie

JohnstonGreer Ltd; Inverurie; On-site; GBP 25,000 - 38,000; Full time

Job summary

A well-established wealth management firm in Inverurie is seeking an IFA Administrator to support Financial Planners. The role entails managing client communications, processing valuations, and ensuring compliance in a growing team. Ideal candidates will have 2 years of relevant experience in a financial planning environment.

Qualifications

• 2 years' experience in support to IFAs/Advisors in financial planning.
• Knowledge in new business processing, valuations, and compliance.

Responsibilities

• Support Financial Planners with new business processing and valuations.
• Liaise with providers/third parties and monitor compliance.
• Prepare for client meetings and manage client communications.

Skills

Client Communication

Compliance Monitoring

Database Management

Job description

IFA Administrator required by this wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The firm is long established and well known in the area and continues to grow, therefore looking to add a senior member to the existing team.

Supporting the Financial Planners you will be responsible for new business processing, valuations, quotations, provider/third party liaison, compliance monitoring and database management. There is a high level of client communication, and you will prepare for client meetings as part of your day-to-day activities.

You will have 2 years’ experience working in support to IFAs/Advisors in a similar financial planning environment.

If you are interested in this position click the apply button below or you can email your details to [e-mail].

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.