Financial Planner Support Specialist

3 weeks ago


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

We are seeking an experienced IFA Administrator to join our team at JohnstonGreer Ltd.

Key Responsibilities:

  • Assist Financial Planners with client meetings and follow up on action points
  • Process new business and undertake platform trades
  • Manage records and data, and liaise with clients and providers

Requirements:

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

What We Offer:

  • Excellent range of core and flexible benefits
  • Support through the Financial Planning exams for those who wish to pursue

About Our Company:

JohnstonGreer Ltd is a regional IFA that provides financial planning to clients across investments, taxation, and pensions.

Our IFA arm is connected to a professional practice and continues to grow, seeking an additional team member to support our Financial Planners.



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