Senior Administrator for Wealth Management Firm

1 day ago


Inverurie, Aberdeenshire, United Kingdom JohnstonGreer Ltd Full time
About the Role:

We are looking for a highly skilled Senior Administrator to join our Private Client Investment team at JohnstonGreer Ltd. As a senior member of our team, you will play a crucial role in supporting our Financial Planners in providing expert advice to private clients.

Your responsibilities will include new business processing, valuations, quotations, provider/third-party liaison, compliance monitoring, and database management. You will also prepare for client meetings, ensuring effective communication with clients and stakeholders.

To be successful in this role, you will require a strong understanding of financial planning principles and practices, as well as excellent communication and organizational skills. You will work closely with our experienced Financial Planners to provide exceptional support and contribute to the growth of our business.

This is an excellent opportunity to join a respected and established wealth management firm that continues to grow and expand its services. If you have 2 years' experience working in support to IFAs/Advisors in a similar financial planning environment, we encourage you to apply.

The estimated salary for this role is £50,000 - £65,000 per annum, depending on experience and qualifications.


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