Investment Planning Support Specialist
16 hours ago
At JohnstonGreer Ltd, we are seeking an experienced Investment Planning Support Specialist to join our team. This is a challenging role that requires strong organizational skills and attention to detail.
The successful candidate will have experience in supporting financial advisors, including exposure to industry platforms and back-office tools. The role involves dealing with the preparation for client meetings, follow-up of action points, new business processing, platform trades, and other servicing tasks.
We offer an excellent range of core and flexible benefits, as well as full support through the Financial Planning exams for those who wish to pursue. Our estimated salary for this position is £28,000 - £35,000 per annum, depending on experience.
- Preparation for client meetings
- Follow-up of action points
- New business processing
- Platform trades
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