IFA Support​/Trainee Financial Planner

IFA Support/Trainee Financial Planner To £32,000 plus benefits A respected and growing Wealth Management firm is seeking an IFA Administrator to support Directors and their High-Net-Worth client portfolios. This is an excellent opportunity to join a well-known regional business with a focus on developing talent internally. Working as part of the adviser support team, your responsibilities will include:
Managing client communication and ongoing contact Liaising with product providers Submitting and tracking new business Completing platform work Preparing valuations and documentation for client meetings This position offers a clear progression route. The firm has a proven track record of developing Administrators into Trainee Financial Planners within 12–24 months, with full support toward industry exams and structured career development. Johnston Greer is a recruitment agency that specialises in the Financial Services and Pension sectors.

Johnston Greer operates as an Employment Agency in providing permanent job seeking services.