Social network you want to login/join with:
col-narrow-left
Client:
JohnstonGreer
Location:
Stirling, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
col-narrow-right
Job Reference:
bd0a3f3b76da
Job Views:
4
Posted:
02.06.2025
Expiry Date:
17.07.2025
col-wide
Job Description:
Description
£23,000 to £25,000 plus benefits
Administrator required by this highly successful firm of Financial Advisors that provides advice to HNW Private Clients across investments, retirement planning and tax. The business has a network of branches throughout the UK and continues to grow through recruitment and acquisition of other firms.
You will be responsible for providing high quality customer service to the client portfolio including –
* valuations
* collating of data
* database management
* liaison with external parties
* reports for Advisors and regulators
* assisting with projects and processes
* fee management
* compliance
Applicants will have similar administration experience, ideally within a Financial organisation such as a Pensions Provider, Financial Advisor, Bank or Investment firm. The opportunity includes a full range of benefits which includes pension, flexible benefits and bonus.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
#J-18808-Ljbffr