IFA Support/Trainee Financial Planner

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.

If you are interested in this position click the apply button below or you can email your details to info@johnstongreer.co.uk.

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. We also support firms growing through acquisition and owners seeking to exit their business.