IFA Support/Trainee Financial Planner
other jobs JohnstonGreer
Added before 11 Days
- Scotland,Aberdeenshire
- Full Time, Permanent
- £28,000 - £30,000 per annum
Job Description:
Full job descriptionIFA Support/Trainee Financial Planner
To £30,000 plus benefits
A respected and growing Wealth Management firm is seeking an IFA Administrator to support two Directors and their High-Net-Worth client portfolios. This is an excellent opportunity to join a well-known regional business with a focus on developing talent internally.
Working as part of the adviser support team, your responsibilities will include:
*Managing client communication and ongoing contact
*Liaising with product providers
*Submitting and tracking new business
*Completing platform work
*Preparing valuations and documentation for client meetings
This position offers a clear progression route. The firm has a proven track record of developing Administrators into Trainee Financial Planners within 12–24 months, with full support toward industry exams and structured career development.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
To £30,000 plus benefits
A respected and growing Wealth Management firm is seeking an IFA Administrator to support two Directors and their High-Net-Worth client portfolios. This is an excellent opportunity to join a well-known regional business with a focus on developing talent internally.
Working as part of the adviser support team, your responsibilities will include:
*Managing client communication and ongoing contact
*Liaising with product providers
*Submitting and tracking new business
*Completing platform work
*Preparing valuations and documentation for client meetings
This position offers a clear progression route. The firm has a proven track record of developing Administrators into Trainee Financial Planners within 12–24 months, with full support toward industry exams and structured career development.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Job number 3776100
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Company Details:
JohnstonGreer
Company size:
Industry:
JohnstonGreer is a specialist recruitment firm operating within the Actuarial, Insurance, Legal, Mortgage, Pension and Wealth sectors dealing with a w...