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JohnstonGreer
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Carlisle, Cumbria
Financial Planning Administrator
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Job Type: Full-time |
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Salary: £20,000 per annum |
Overview
Financial Planning Administrator £20,000 to £25,000 plus benefits and bonus Financial Planning Administrator required by this highly successful Wealth Management Firm consisting of IFA’s, Paraplanners and IFA Administrators that provide advice to individuals and companies across Investments, Retirement Planning, Tax and Protection. The business continues to grow and now requires a Financial Planning Administrator. As the Financial Planning Administrator, you will be responsible for report writing, research, financial and investment reviews whilst maintaining a high level of client contact including attendance at client meetings. You will provide full support as and when needed to the Independent Financial Advisors. Successful candidates will be experienced in providing support to Financial Advisors, ideally within an IFA environment, be able to demonstrate excellent technical knowledge. Any current progression towards industry Level 4 exams would be advantageous. 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.