Professional Financial Planning Support Specialist

1 month ago


Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full time

JohnstonGreer Ltd, a regional IFA provider of financial planning services to clients across investments, taxation, and pensions, is seeking an experienced Financial Adviser to join its team.

The ideal candidate will have a proven track record in supporting Financial Advisors, with exposure to industry platforms and back-office tools. The role involves preparing for client meetings, following up on action points, processing new business, platform trades, and other servicing tasks.

A key responsibility of the successful candidate will be to liaise with clients and providers, ensuring seamless communication and resolution of queries. Additionally, they will be required to maintain accurate records, manage data, and perform valuations as needed.

In exchange for their expertise, JohnstonGreer Ltd offers a competitive salary ranging from £35,000 - £45,000 per annum, depending on experience. This figure is based on industry standards and market conditions.

The firm provides a supportive environment for professional growth, offering full support through the Financial Planning exams for those who wish to pursue this path. A range of benefits is also available, including flexible working arrangements and opportunities for career advancement.



  • Aberdeen, Aberdeen City, United Kingdom Acumen Financial Planning Full time

    Job SummaryAcumen Financial Planning seeks a highly skilled Paraplanner to join our award-winning team in Aberdeen, UK.This hybrid role offers a competitive salary and a chance to work with an exemplary financial planning service.The ideal candidate will be experienced in preparing and implementing recommendations, possessing strong analytical skills and...


  • Aberdeen, Aberdeen City, United Kingdom Acumen Financial Planning Full time

    Paraplanner Job DescriptionWe are proud to offer a challenging and rewarding role as a Paraplanner at Acumen Financial Planning.In this position, you will work closely with our Financial Planners to deliver exceptional client service and support the development of financial plans.The ideal candidate will be highly organized, possess excellent communication...


  • Aberdeen, Aberdeen City, United Kingdom Azets Group Full time

    Job Title: Financial Planning SpecialistEstimated Salary: £45,000 - £60,000 per annumCompany OverviewAzets Group is a top ten accountancy firm in the UK and the number one largest SME practice. We have a wide network of employees and an abundance of inspiring opportunities to join one of our many offices.Job DescriptionWe are seeking a skilled Financial...


  • Aberdeen, Aberdeen City, United Kingdom MI Search Careers Full time

    Job Opportunity for Experienced ProfessionalsWe are currently seeking a skilled Financial Planning Specialist to join our client's team in Aberdeen. This role presents a unique opportunity for a motivated and experienced individual to take on new challenges and contribute to the growth of the business.The successful candidate will have a strong background in...


  • Aberdeen, Aberdeen City, United Kingdom Johnston Carmichael Full time

    About the Job:">">We are seeking an experienced Financial Planning Professional to join our team as a Paraplanner in Scotland, ideally located close to one of our Wealth office hubs – Glasgow, Edinburgh, Aberdeen or Inverness.">">Job Responsibilities:">">Produce compliant and detailed suitability reports for Level 3 solutions, including complex cashflow...


  • Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full time

    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...


  • Aberdeen, Aberdeen City, United Kingdom Azets Full time

    Azets is a top-tier accounting and business advisory firm with a strong presence across the UK, Ireland, and the Nordics.Job OverviewWe are seeking an experienced Financial Planning Specialist to join our team. The ideal candidate will possess a deep understanding of UK financial regulations, tax laws, and investment options.About the RoleThis role offers a...


  • Aberdeen, Aberdeen City, United Kingdom MI Search Full time

    The MI Search team is currently seeking an experienced Financial Planning and Wealth Management Expert to join their team in Aberdeen. This role will see you working closely with a national accountancy firm, building and growing their financial planning practice from the ground up. As a key member of the team, you will be responsible for developing and...


  • Aberdeen, Aberdeen City, United Kingdom MI Search Full time

    We are MI Search, a national accountancy firm based in Aberdeen.Role OverviewAs an Independent Financial Adviser, you will be responsible for building and growing our financial planning practice within the Aberdeen location.You will have a full IFA proposition, access to high-net-worth clients, typically SME business owners, and full paraplanning...


  • Aberdeen, Aberdeen City, United Kingdom Thorpe Molloy McCulloch Recruitment Ltd Full time

    Job OverviewWe are seeking a skilled Financial Planning and Analysis Specialist to join our team at Thorpe Molloy McCulloch Recruitment Ltd.The successful candidate will have experience in revenue accounting within the upstream oil and gas sector, particularly in the UK North Sea. The role involves ensuring complete and accurate accounting and reporting for...


  • Aberdeen, Aberdeen City, United Kingdom Thorpe Molloy McCulloch Recruitment Ltd Full time

    We are seeking a temporary Financial Support Specialist to assist our client in the finance team.This role is crucial in supporting the team over a period of 2 to 3 months.Key Responsibilities:Processing accounts payable and accounts receivable invoices.Managing credit control.Conducting reconciliations and assisting with month-end...


  • Aberdeen, Aberdeen City, United Kingdom NJR Recruitment Full time

    The NJR Recruitment team is delighted to present an exciting opportunity for a skilled Financial Planning Administrator to join the established firm of St James Place. As a highly respected practice, they are seeking a dedicated individual to support their Financial Advisers in all aspects of administration. About the CompanySt James Place is a...


  • Aberdeen, Aberdeen City, United Kingdom Nationwide Specialist Services Full time

    Role OverviewAs a specialist cleaning operative with NSS Group (Cleaning), you will play a critical role in delivering high-quality cleaning services to our clients. This position is ideal for individuals who are passionate about maintaining a spotless environment and ensuring the well-being of others.Key ResponsibilitiesTravel to various locations to...


  • Aberdeen, Aberdeen City, United Kingdom Austin Fraser Full time

    Austin Fraser is seeking a highly motivated and diploma-qualified individual to take on the role of Aspiring Financial Adviser. This exciting opportunity is based in the Aberdeen area and offers a comprehensive training program to support career growth.The successful candidate will have a genuine interest in helping clients achieve their financial goals and...


  • Aberdeen, Aberdeen City, United Kingdom NJR Recruitment Careers Full time

    Company OverviewNJR Recruitment Careers is a leading recruitment agency in the Financial Services industry. We are proud to partner with established firms like St James Place to find top talent for their teams.The company we work with is an award-winning firm of Financial Planners, part of St James Place. They provide expert advice on Pension, Investment,...


  • Aberdeen, Aberdeen City, United Kingdom Austin Fraser Full time

    Austin Fraser, a dynamic financial services business, is looking for an experienced Financial Adviser to join their team.The successful candidate will be responsible for providing tailored financial plans and investment strategies for clients, staying up to date with financial markets and products to offer informed advice, and building and maintaining strong...


  • Aberdeen, Aberdeen City, United Kingdom Thorpe Molloy McCulloch Recruitment Ltd Full time

    We are seeking a temporary Financial Professional to provide support to our client in the subsea technology industry. This is an excellent opportunity for an experienced finance professional to make an impact in a high-performing team.Key Responsibilities:Processing accounts payable and accounts receivable invoices.Managing credit control.Conducting...


  • Aberdeen, Aberdeen City, United Kingdom beBee Professionals Full time £35,000 - £55,000

    beBee Professionals, based in Aberdeen, is looking for a skilled Financial and Contractual Specialist to join our construction team. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled, and budgets are met.Key Responsibilities:Estimate costs for construction...


  • Aberdeen, Aberdeen City, United Kingdom Eden Scott Full time

    Job Title: Accounting Specialist\Location: Westhill, Aberdeen\We are seeking an experienced Accounting Specialist to join our client's team in Westhill, Aberdeen. The ideal candidate will have a strong background in accounting and a proven track record of delivering high-quality results.\Key Responsibilities:\\Preparation of annual statutory financial...


  • Aberdeen, Aberdeen City, United Kingdom Belcan Technical Recruiting (UK) Ltd Full time

    Job Title: Financial Reporting SpecialistWe are seeking a highly skilled Financial Reporting Specialist to join our team in Aberdeen, Scotland, UK. The successful candidate will play a crucial role in ensuring accurate and timely reporting for management, meeting strict deadlines throughout the financial year.This is an exciting opportunity to work with a...