Financial Services Professional

1 week ago


Inverurie, Aberdeenshire, United Kingdom JohnstonGreer Ltd Full time

Company Overview

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Established wealth management firm seeks a Senior Administrator to support the team due to continued growth. We provide advice for Private Client Investment and Retirement Planning.

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Job Description

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As a Support and Operations Expert, you will assist Financial Planners with new business processing, valuations, quotations, provider liaison, compliance monitoring, and database management. You will also communicate with high-level clients daily, preparing for client meetings.

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Required Skills and Qualifications

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We are looking for a highly experienced candidate with at least 2 years of experience working in support to IFAs/Advisors in similar financial planning environments.

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Salary and Benefits

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The estimated salary for this position is £35,000-£45,000 per annum, depending on experience. Our company offers competitive benefits, including [insert benefits].

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Why Choose Us?

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Join JohnstonGreer Ltd as a Support and Operations Expert and be part of a dynamic team providing excellent services to our clients.

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