Financial Planning Support Specialist

3 weeks ago


Inverurie, Aberdeenshire, United Kingdom JohnstonGreer Ltd Full time
Job Description:

We are seeking a skilled Financial Planning Support Specialist to join our team at JohnstonGreer Ltd. As a key member of our wealth management firm, you will play a critical role in supporting our Financial Planners in providing expert advice to private clients.

In this position, you will be responsible for new business processing, valuations, quotations, provider/third-party liaison, compliance monitoring, and database management. You will also prepare for client meetings as part of your day-to-day activities, ensuring seamless communication with clients and stakeholders.

A strong understanding of financial planning principles and practices is essential for this role. You will work closely with our experienced Financial Planners to provide exceptional support and contribute to the growth of our business.

This is an exciting opportunity to join a long-established and reputable wealth management firm that continues to grow and expand its services. If you have 2 years' experience working in support to IFAs/Advisors in a similar financial planning environment, we encourage you to apply.

The estimated salary for this role is £45,000 - £60,000 per annum, depending on experience and qualifications.



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