Financial Planner Assistant

1 month ago

Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full time
IFA Administrator Job Description

JohnstonGreer Ltd is seeking an experienced IFA Administrator to support our Financial Planners in providing exceptional client service.

Key Responsibilities:

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

Requirements:

  • Experience in supporting Financial Advisors
  • Knowledge of industry platforms and back-office tools
  • Excellent communication and organizational skills

What We Offer:

  • Competitive salary and benefits package
  • Opportunity to pursue Financial Planning exams
  • Supportive team environment

Join our team and contribute to delivering exceptional financial planning services to our clients.

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