IFA Administrator: Wealth Management Support Specialist

IFA Administrator: Wealth Management Support Specialist

Full-Time No working from home possible
JohnstonGreer

JohnstonGreer is seeking an IFA Administrator in Scotland to support Financial Planners with administrative and client service duties. The role includes processing new business, preparing documentation, arranging meetings, ensuring compliance, and producing client reports.

The position offers a salary of £28,000 to £33,000 plus benefits. The successful candidate will have experience supporting Financial Advisers, strong administrative capabilities, excellent communication, and a proactive,

#J-18808-Ljbffr

IFA Administrator: Wealth Management Support Specialist employer: JohnstonGreer

As a leading wealth management firm based in Edinburgh, we pride ourselves on fostering a collaborative and supportive work culture that empowers our Paraplanners to excel. With competitive salaries, comprehensive benefits, and dedicated exam support, we are committed to your professional growth and success while providing you the opportunity to work with high-net-worth clients on complex financial matters.

JohnstonGreer

Contact Details:

JohnstonGreer Recruitment Team