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Join Our Clients Team as an IFA Administrator in Aberdeen!
Are you passionate about financial services and client support? Do you thrive in a dynamic environment where attention to detail is crucial? Look no further! We’re seeking an enthusiastic IFA Administrator to be an integral part of our client’s team.
Our client is a leading firm of Financia
Join Our Clients Team as an IFA Administrator in Aberdeen!
Are you passionate about financial services and client support? Do you thrive in a dynamic environment where attention to detail is crucial? Look no further! We’re seeking an enthusiastic IFA Administrator to be an integral part of our client’s team.
Our client is a leading firm of Financia
Join Our Clients Team as an IFA Administrator in Aberdeen!
Are you passionate about financial services and client support? Do you thrive in a dynamic environment where attention to detail is crucial? Look no further! We’re seeking an enthusiastic IFA Administrator to be an integral part of our client’s team.
Our client is a leading firm of Financia
IFA Administrator
£22,000 to £30,000 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
Financial Services Administrator
£24,000 to £28,000 plus benefits
IFA Administrator required by this firm of 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 supp
My client is a well-established business who offer regulated Financial Advice to their private and corporate clients. They are looking for a Chartered qualified Independent Financial Adviser to look after a book of HNW/UHNW individuals in the Nottinghamshire region so you MUST be a current Level 6 qualified Financial Adviser.
You will also have fu
Immediate requirement for a temporary administrator to support with systems updated and the creation of PowerPoint presentations for our Westhill based client.
Working: 9-5 Monday - Friday with an hours break for lunch
Pay Rate: £12 per hour - £13 per hour
What you'll need to be considered for the role:
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On-site roleTemp Contract | potential for extension | permanent opportunitySearch Consultancy are currently working with a well-known company based in Aberdeen. We are looking to recruit an administrator. This role will be initially a temp position and there is potential for the role to be extended beyond. The successful candidate will be responsib
Job Source: Search
IFA Administrator
Aberdeen
IFA Administrator
£22,000 to £30,000 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
liaon 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.
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.