Financial Planning Assistant

1 week ago


Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full time

IFA Administrator Job Description

**About JohnstonGreer Ltd**

JohnstonGreer Ltd is a regional IFA that provides financial planning to clients across investments, taxation, and pensions. Our professional practice continues to grow, and we seek an additional team member to support our Financial Planners.

**Job Summary**

As an IFA Administrator, you will be responsible for preparing for client meetings and following up on action points, new business processing, platform trades, and other servicing, valuations, record-keeping, and data management. You will also liaise with clients and providers.

**Key Responsibilities**

* Prepare for client meetings and follow up on action points
* Process new business and platform trades
* Manage records and data
* Liaise with clients and providers

**Requirements**

* Experience in supporting Financial Advisors, including exposure to industry platforms and back-office tools
* Excellent communication and organizational skills
* Ability to work in a fast-paced environment

**What We Offer**

* Excellent range of core and flexible benefits
* Full support through the Financial Planning exams for those who wish to pursue

**How to Apply**

If you are a motivated and organized individual with a passion for financial services, please submit your application.



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