Financial Planning Administrator

Recruiter
JohnstonGreer
Location
Norwich
Salary
£20,000 - £24,999
Posted
12 Jan 2019
Closes
15 Jan 2019
Category
Accounting
Contract Type
Permanent
Hours
Full Time

Financial Planning Administrator

Up to £26,000 plus benefits, bonus and exam support

Financial Planning Administrator required by this successful Wealth Management firm that provides advice across the full range of Wealth Planning, Investments 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 the Paraplanners you will be responsible for providing administration and technical support including research, new business, processing valuations and quotations, provider liaison 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 support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills, technical knowledge and a high level of integrity.

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.

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