IFA Administrator

JohnstonGreer ,
Edinburgh, City of Edinburgh
Job Type: Full-time
Salary: £20,000 per annum

Overview

IFA Administrator £20,000 to £23,000 plus benefits IFA Support required by this highly successful firm of Independent Financial Advisors that provides individual advice to a range of HNW Private Clients. They work alongside the Partners of the professional services arm and deal with business referred from these internal introducers. As IFA Support you will be responsible for a range of administration and technical duties including fund reviews, servicing, client communications, suitability letters, new business, research, compliance, invoicing, quotations and liaison with product providers. Applicants must have experience of working in a Life and Pensions environment and have excellent communication skills. Progress with the industry exams is desirable. The firm offers an excellent level of salary and a range of flexible benefits including a contribution towards pension. 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.