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JohnstonGreer
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Wolverhampton, West Midlands
IFA Administrator
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Job Type: Full-time |
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Salary: £18,000 per annum |
Overview
IFA Administrator £18,000 to £23,000 plus benefits IFA Administrator required by this National IFA firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. The IFA Administrator duties will include producing valuations, processing new business, platform work, database management and the preparation for client meetings. You will also be responsible for liaising with external providers and clients via telephone, email and written correspondence. You will ideally be experienced in providing administration support within an IFA environment and must be able to demonstrate excellent technical knowledge, awareness of the current markets and an understanding of the industry regulations. Any current progression towards industry Level 4 exams would be advantageous but not essential. JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Investment, Pension and Wealth Management sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.