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IFA Administrator/Trainee Financial Planner

Company

JohnstonGreer

Location

Aberdeen, United Kingdom

Type

Full-time

Description

To £30,000 plus benefits


A respected and growing Wealth Management firm is seeking an IFA Administrator to support two 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.

    JohnstonGreer is a recruitment agency...

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