IFA Administrator

JohnstonGreer ,
Carlisle, Cumbria
Job Type: Full-time
Salary: £21,000 per annum

Overview

£21,000 to £25,000 plus benefits and exam support IFA Administrator required by a Financial Planning firm in Carlisle working with clients across a range of advice including Mortgage, Protection, Pensions and investments. You will initially be employed in a Senior IFA Administrator support capacity dealing with new business, report writing, reviews, research and servicing though will immediately receive training across technical support including asset analysis. In due course you will deal directly with clients and attend meetings 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, Investment, Pension and Wealth Management sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.