£21,000 to £27,000 plus benefits
IFA Support required by this fee based firm of Financial Planners that provides advice to HNW Private Clients across retirement planning, investments and taxation. Due to an increase in workload they are looking to add to the support team based in the city centre.
You will be responsible for all new business processing, valuations, quotations, servicing of existing business, database management and platform work, whilst liaising externally with clients and providers and internally with IFAs and paraplanners.
Applicants must have sales support experience within an advice environment plus excellent administration and communication skills. The firm offers an excellent range of benefits which includes pension and bonus.
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.