Practice Manager/Financial Planning – Aberdeen

£25,000 to £30,000 plus benefits

Practice Manager required by this prominent local Financial Planning firm that provides advice to HNW individuals and businesses across Retirement Planning, Investments/Wealth, Mortgages, Protection and Tax Planning. The firm is well known in the local area of Aberdeen and it continues to grow through the acquisition of businesses and the recruitment of administrators.

The Practice Manager will work closely with the Managing Director and be responsible for a range of duties including:

  • Day to day management and leadership of the support team and office.
  • Contacting clients to arrange meetings with Advisers and preparing the meetings beforehand.
  • Compliance and regulatory requirements plus client management responsibilities.
  • Ensuring clients are kept up to date with relevant Communications, producing mail merges, quarterly newsletters and Tax Year End Campaigns.
  • Take on board all projects and managing all other change within the business

Applicants must have worked in an Advice practice either operating as an Office Manager or Senior Administrator with managing experience. Excellent communication and leadership skills. In addition to your basic salary the firm also offer a company pension and benefits scheme, incentives/bonus and comprehensive training, support and continued development in the role.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

If you are interested in this position please call the office on 0131 292 0777, complete the Send CV form or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Recruitment Consultant (Financial Services)

£20,000 to £24,000 plus bonus and benefits (OTE £35,000 plus)

JohnstonGreer is a specialist recruiter operating in the pension, financial planning, mortgage and insurance sectors. All of our existing team joined us from the Financial Services industry and received full training and coaching as Recruitment Consultants, and we are now looking to add to our team based in Rutland Square.

Utilising your existing product knowledge and experience you will build relationships, advise and negotiate with clients on all daily basis, whilst also working with candidates to assist them regarding their career aspirations. You will be responsible for growing our client list and generating candidates via marketing, advertising and recommendations.

You will currently be working in Financial Services, probably within a mortgage, provider or financial advisor environment and be looking for a change in direction. In addition to basic salary the opportunity to earn bonus is high with the firm also offering other benefits.

If you are interested in this position please call the office on 0131 292 0777, complete the Send CV form or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

IFA Support – Uddingston

To £24,000 plus benefits

IFA Support professional required by national wealth manager that provides advice to HNW private individuals across Investments and Retirement Planning. The team continues to grow they now require an Administrator to deal with technical and administration duties for a senior Advisor in the local branch.

You will be responsible for preparation for and follow up of advisor/client meetings, new business processing, servicing of existing business, platform based work, valuations, database management plus communications with clients and providers.

Candidates will be working in a financial services support role with exposure to a range of financial planning, and will have excellent communication skills and be well organised.

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.

IFA Administrator – Edinburgh

£19,000 up to £25,000

Wealth Management Administrator required by this highly successful firm of Wealth Managers that provide advice across Investments, Retirement Planning, Tax and Wealth Planning. The business continues to grow and is a leading brand within the Private Wealth arena and are now seeking an experienced Financial Adviser Administrator.

As a Wealth Management Administrator, you will be responsible for the preparation of clients documents (reports and Investment information) ahead of client meetings with Wealth Managers/Paraplanners, undertake office duties such as filing, post, stock and order systems, liaise with Providers, support all new and existing business relationships whilst maintaining client database.

To be successful you must have adviser support experience within a Financial Planning, Wealth Management or Investment environment, plus excellent administration and communication skills. Ideally looking for a high degree of numeracy skills (University level). The firm offers a full range of benefits which includes pension.

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.

IFA Administrator – Hamilton

£18,000 to £22,000 plus benefits and exam support

IFA Administrator required by this well known firm of Financial Advisers that provides expert financial advice. Due to ongoing expansion, they now require an additional administrator to join the support and technical team.

You will be responsible for maintaining client records, new business queries, producing illustrations and key features whilst liaising externally with clients and providers and internally with Financial Planners and Paraplanners.

Applicants must have experience within the financial services industry, strong administration skills and professional telephone manner. The firm offers an excellent range of benefits which includes a company pension scheme and flexible benefits.

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.

IFA Client Services – Belfast

£20,000 to £25,000 plus benefits.

IFA Client Services Administrator required by a very well established Chartered Financial Planning firm due to ongoing expansion. They now require an additional administrator to join the client services team.

You will be responsible for reviewing data and Pension transfers, maintaining new and existing business, valuations, preparing correspondence and meetings whilst liaising externally with clients and providers and internally with Financial Paraplanners.

Applicants must have experience within the financial services industry, strong administration skills and professional telephone manner. Ideally looking for someone who has worked with Intelligent Office or similar. The firm offers an excellent range of benefits which includes a company pension scheme and flexible benefits.

If you are interested in this position please call the office on 0131 292 0777, complete the Send CV form or email your details to info@johnstongreer.co.uk. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.