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JohnstonGreer
,
Belfast, Antrim
IFA Support / PA
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Job Type: Full-time |
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Salary: £22,000 per annum |
Overview
IFA Support / PA £22,000 to £25,000 plus benefits and bonus Financial Services support/PA professional required by this wealth manager that provides advice to HNW private individuals across Investments and Retirement Planning. The team continues to grow they now require a new member to operate in a dual PA/Administrator role in support to a senior Advisor/Director. You will be responsible for new business, servicing of existing business, platform-based work, valuations and database management. Other duties include diary management, travel arrangements, expenses, internal and external communications and preparation for client meetings. Candidates will be working in a financial services PA and/or support role with exposure to a range of financial planning across retirement, tax and investments. 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.