Job Title: IFA Administrator
Salary: £25,000 to £28,000 plus benefits
Company: JohnstonGreer, a well-established wealth management firm specializing in Private Client Investment and Retirement Planning.
Location: (Location not specified)
Job Category: Other
EU Work Permit Required: Yes
Job Reference: 8e825324939d
Job Views: 5
Posted Date: 29.05.2025
Expiry Date: 13.07.2025
Job Description
We are seeking an experienced IFA Administrator to join our team supporting Financial Planners. Your responsibilities will include processing new business, valuations, quotations, liaising with providers and third parties, monitoring compliance, and managing our database. You will engage in high levels of client communication and prepare for client meetings as part of your daily activities.
Requirements include at least 2 years of experience supporting IFAs or Advisors within a financial planning environment.
JohnstonGreer is a recruitment agency specializing in the Financial Services and Pensions sectors, operating as an employment agency providing permanent placement services.
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