IFA Administrator – Chester

£18,000 to £22,000 plus benefits and bonus

IFA Administrator required by this top quality wealth manager that provides advice to both HNW private individuals and corporate clients. Having grown their team of IFAs they now wish to add an additional sales support professional to deal with technical and administration duties.

The IFA Administrator will be responsible for the processing of new business applications, servicing existing business, platform based work, quotations, database management and regular contact directly with clients and product providers.

The ideal candidate will have experience of working in an IFA sales support role with exposure to the full range of financial planning across pensions and investments.

If you are interested in this position please call the office on 0131 292 0777, complete our Enquiry Form below (quoting job title and location) or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Junior Paraplanner – Edinburgh

£24,000 to £33,000 plus benefits, bonus and exam support

Experienced financial services individual required to join this highly successful IFA firm that provides advice to HNW Private Clients. The firm delivers high quality advice to a wide range of clients across the full range of investment and retirement planning.

You will initially be employed in a Senior IFA Administrator support capacity dealing with new business, report writing and servicing though will immediately receive training across technical support including asset analysis and research. In due course you will deal directly with clients and attend meetings.

Applicants will be experienced within the Financial Services industry, ideally working towards Level 4 industry qualifications with exposure to the Pension and Investment planning sectors within an administration or similar role and already have knowledge in report writing.

If you are interested in this position please call the office on 0131 292 0777, complete our Enquiry Form below (quoting job title and location) or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Independent Financial Advisor – Slough

£42,000 to £52,000 plus bonus and benefits (OTE £65,000 plus)

Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals including business owners and professionals. The firm is well known in the area and it continues to grow through the acquisition of quality business and an increase in third-party introductions.

You will operate on an IFA basis as part of the Private Client team and will provide advice across Investments and Retirement Planning plus some Protection. Working with the firm’s existing client portfolio you will service recurring income whilst also dealing with new clients generated through marketing initiatives. 

Candidates will be experienced Advisors with minimum Level 4 qualifications. You will be experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical skills and an assured manner.

If you are interested in this position please call the office on 0131 292 0777, complete our Enquiry Form below (quoting job title and location) or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Financial Planner – Ipswich

£60,000 to £75,000 plus bonus and benefits

Financial Advisor required by this top-end wealth management practice to work with the business’s existing client portfolio. The financial planning team also deals with leads generated by the firm’s main introducer with all work UHNW business conducted on a fee basis.

Dealing with Private Client work you will deliver advice across the full spectrum of Financial Planning including Investments, DFM, Tax and IHT Planning, Retirement Planning and Family Protection working with an affluent and niche client portfolio.

You will be a well-qualified Financial Planner (Chartered or very near) with several years’ experience as an IFA operating at the premium end of the Individual Financial Planning arena. You will demonstrate excellent communication skills and the ability to cultivate internal relationships at a senior level.

If you are interested in this position please call the office on 0131 292 0777, complete our Enquiry Form below (quoting job title and location) or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Trainee Financial Adviser – Brighton

£21,000 Basic (OTE £40,000) car and other benefits

Our client is a financial services provider offering savings, investment, and protection products which helps families and individuals reach their financial goals, protect their families and improve communities. 

They have an opportunity for an enthusiastic and confident individual to join our team. You will be provided with a customer database which you will build upon.  You will receive ongoing support, guidance, training and development in our processes, systems and products to help you succeed in your role.

You will enjoy the autonomy of being home based and responsible for managing your daily activities and diary as well as being part of a successful team of Financial Advisers.

If you are from a sales background, and have a genuine desire in providing financial advice to help families and individuals reach their financial goals you will be rewarded with a basic salary of £21,000 plus uncapped earning potential for achievement of your goals together with a company car, life cover and a pension scheme into which the company will contribute up to 10% of total earnings. 

Knowledge, skills and experience 

  • Able to build and maintain strong customer relationships
  • Professional approach
  • Drive and determination to succeed
  • Strong communication skills
  • Working knowledge of computer systems
  • Sales background, previous experience in financial services would be advantageous, but not essential.

If you are interested in this position please call the office on 0131 292 0777, complete our Enquiry Form below (quoting job title and location) or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Trainee Financial Adviser – South East London

£21,000 Basic (OTE £40,000) car and other benefits

Our client is a financial services provider offering savings, investment, and protection products which helps families and individuals reach their financial goals, protect their families and improve communities. 

They have an opportunity for an enthusiastic and confident individual to join our team. You will be provided with a customer database which you will build upon.  You will receive ongoing support, guidance, training and development in our processes, systems and products to help you succeed in your role.

You will enjoy the autonomy of being home based and responsible for managing your daily activities and diary as well as being part of a successful team of Financial Advisers.

If you are from a sales background, and have a genuine desire in providing financial advice to help families and individuals reach their financial goals you will be rewarded with a basic salary of £21,000 plus uncapped earning potential for achievement of your goals together with a company car, life cover and a pension scheme into which the company will contribute up to 10% of total earnings. 

Knowledge, skills and experience 

  • Able to build and maintain strong customer relationships
  • Professional approach
  • Drive and determination to succeed
  • Strong communication skills
  • Working knowledge of computer systems
  • Sales background, previous experience in financial services would be advantageous, but not essential.

If you are interested in this position please call the office on 0131 292 0777, complete our Enquiry Form below (quoting job title and location) or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.