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JohnstonGreer
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Inverurie, Aberdeenshire
Senior IFA Administrator / Junior Paraplanner
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Job Type: Full-time |
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Salary: £24,000 per annum |
Overview
Senior IFA Administrator / Junior Paraplanner £24,000 to £30,000 plus benefits and bonus Senior IFA Administrator / Junior Paraplanner required by this regional IFA firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. The Senior IFA Administrator duties will include provider liaison, client communications, valuations, research, template report writing, platform work, database management and the preparation for and attendance at client meetings. You will be experienced in Financial Planning within an IFA environment, and will have progressed towards the industry Level 4 exams. You will also demonstrate excellent technical knowledge, awareness of the current markets and an understanding of the industry regulations. 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.