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JohnstonGreer
Aberdeen
Financial Services Administrator £24,000 to £28,000 plus benefits IFA Administrator required by this firm of Financial Planners that provides advice to Private and Business clients across a range of financial planning. They have expanded and moved to new city centre offices, and the growth continues with the addition of the next member of the supp
Job Source: JohnstonGreerReed
Aberdeen
Join Our Clients Team as an IFA Administrator in Aberdeen! Are you passionate about financial services and client support? Do you thrive in a dynamic environment where attention to detail is crucial? Look no further! We’re seeking an enthusiastic IFA Administrator to be an integral part of our client’s team. Our client is a leading firm of Financia
Job Source: ReedSearch
Westhill
Immediate requirement for a temporary administrator to support with systems updated and the creation of PowerPoint presentations for our Westhill based client. Working: 9-5 Monday - Friday with an hours break for lunch Pay Rate: £12 per hour - £13 per hour What you'll need to be considered for the role: - Experienced across general administration i
Job Source: SearchJohnstonGreer
Aberdeen
IFA Administrator £22,000 to £30,000 plus benefits IFA Administrator required by this forward-thinking wealth management firm that provides advice across the full range of financial planning for Private Clients and Businesses. The firm is hugely successful, well known in the area and regarded as a top employer in the IFA sector. Working in support
Job Source: JohnstonGreerSearch
Aberdeen
On-site roleTemp Contract | potential for extension | permanent opportunitySearch Consultancy are currently working with a well-known company based in Aberdeen. We are looking to recruit an administrator. This role will be initially a temp position and there is potential for the role to be extended beyond. The successful candidate will be responsib
Job Source: SearchReed
Aberdeen
We are looking for a Sales Administrator to work in our busy transport office in Dyce, Aberdeen. This is a permanent, staff role reporting into our Customer Service Manager. Sales Administrator Responsibilities Client Communication: Contact clients to obtain missing information or answer queries. Liaise with Logistics: Work with the Logistics depar
Job Source: ReedTulloch Recruitment
Oldmeldrum
Our client based in Oldmeldrum are looking for a Procurement Administrator to join their team on a 3 month contract role with the potential to go longer. * Knowledge of Shipping commercial invoices, * Export and Import formalities * Procurement experience...
Job Source: Tulloch RecruitmentVision-FS Recruitment
Aberdeen
Financial Advisor / Independent Financial Advisor Location: Aberdeen or Surrounding Area Nationwide Roles Minimum Requirements: Level 4 Diploma in Regulated Financial Planning Salary: OTE £150k-£200k Un-Capped Earnings Potential YOUR NEW COMPANY A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Fina
Job Source: Vision-FS RecruitmentInsch
IFA Administrator
£22,000 to £30,000 plus benefits
IFA Administrator required by this forward-thinking wealth management firm that provides advice across the full range of financial planning for Private Clients and Businesses. The firm is hugely successful, well known in the area and regarded as a top employer in the IFA sector.
Working in support to Financial Planners you will be responsible for -
research work
liaon internally with Advisors, Paraplanners and Managers
new business
valuations and quotations
provider and third-party liaison
compliance and record keeping
client management via industry database
good level of client contact
prepare for client meetings
Applicants must have core support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and good technical knowledge across Pensions and Investments.
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.
Financial Services Administrator jobs in Insch
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