Financial Planning Support Specialist

1 month ago


Dunfermline, Fife, United Kingdom JohnstonGreer Ltd Full time

At JohnstonGreer Ltd, we are seeking an experienced Financial Planning Support Specialist to join our team. This exciting opportunity is based in a forward-thinking wealth management firm that provides expert advice across the full range of financial planning for Private Clients and Businesses.

The successful candidate will be working closely with our Financial Planners to ensure seamless client management via industry databases. Key responsibilities include:

  • Client management and data entry

To succeed in this role, applicants must have strong core support experience within an IFA or other wealth management environment. Excellent relationship skills and good technical knowledge across Pensions and Investments are essential.

We estimate the salary for this position to be around £25,000 - £35,000 per annum, depending on experience.



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