Professional Financial Planning Support Specialist
1 month ago
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.
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