IFASupport/Compliance
To£38,000plusbenefits
ArespectedandgrowingWealthManagementfirmisseekinganIFAAdministratortosupportDirectorsandtheirHigh-Net-Worthclientportfolios.Thisisanexcellentopportunitytojoinawell-knownregionalbusinesswhereyouwillalsoberesponsibleforadministrationofthecompliancerequirements.Workingaspartoftheadvisersupportteam,yourresponsibilitieswillinclude:
- Managingclientcommunicationandongoingcontact
- Liaisingwithproductproviders
- Communicationswithregulator
- Submittingandtrackingnewbusiness
- Completingplatformwork
- Preparingvaluationsanddocumentationforclientmeetings
- AML,KYCanddataprotection
- Monitoringandprocessmanagement
Theclientisseekinganexperiencedadministrator/technicalsupportwithgoodexposuretotheseadditionalduties.
IFA Support/Compliance - Aberdeen employer: JohnstonGreer Ltd
JohnstonGreer Ltd is an excellent employer, offering a flexible working environment that allows for remote, hybrid, or office-based options, catering to the diverse needs of its employees. With a strong focus on professional growth within the SIPP/SSAS sector, the company provides ample opportunities for career advancement, alongside a competitive bonus and benefits package that enhances overall job satisfaction. The supportive work culture fosters collaboration with clients, intermediaries, and property managers, making it a rewarding place to build a meaningful career.
