Senior IFA Administrator / Paraplanner To £28,000 plus benefits Senior IFA Support required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning.
The business is hugely successful through the ongoing quality service that it provides to its High Net Worth client portfolio.
Working alongside a Director you will be responsible for providing administration and technical support including research, new business, report writing, valuations, quotations, provider liaison, compliance and database management.
There is a high level of client contact and you will prepare for and attend client meetings as part of your day to day activities.
Applicants must have wide ranging support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills, technical knowledge and a high level of integrity.
Please call Chris Johnston on (0)7860 939 925.
JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors.
JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.