IFA Advice Coordinator

1 day ago


Kirkcaldy, Fife, United Kingdom JohnstonGreer Full time

Are you a detail-oriented and organized individual with a passion for financial planning? Do you have a strong understanding of complex financial products and services?

We are currently seeking an IFA Advice Coordinator to join our team at JohnstonGreer. In this role, you will provide critical support to our paraplanners, assisting with the compilation of advice and developing financial plans for high net worth clients.

Your key responsibilities will include:

  • Providing technical support to paraplanners and other members of the team
  • Compiling detailed financial reports and plans
  • Conducting thorough research and analysis to inform client decisions

The ideal candidate will have a minimum Level 4 industry qualification and several years' experience in a similar technical role. We estimate that the salary for this position will be around £41,000 per annum, based on the requirements of the role and the typical salaries for this position in the UK market.



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