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.

Wealth Advisor – Shrewsbury

£60,000 to £65,000 plus bonus and benefits (OTE £90,000)

IFA required by this well established regional firm to work with the business’s existing High Net Worth client portfolio. The financial planning team also deals with leads generated by the firm’s partners with all work HNW 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, IHT, Tax and Retirement Planning, working with a varied client portfolio including business owners, families and professionals.

You will be a well-qualified Financial Planner with several years experience operating at the top-end of the Individual Financial Planning arena. You will demonstrate excellent communication skills and the ability to cultivate internal relationships at Partner 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.

Paraplanner – Dundee

£23,000 to £28,000 plus benefits and bonus

Paraplanner required by this firm of wealth managers who have a growing presence across the UK and an outstanding reputation for their portfolio management proposition.

This role will involve providing a high level of support to the firm’s advisers and technical support team. This will include a range of administrative duties including new business processing, valuations. The successful applicant will also be responsible for conducting research and producing high quality reports.

You will be an experienced Paraplanner within a wealth management environment and have attained your Level 4 Diploma in Financial Planning. You will demonstrate excellent technical knowledge, awareness of current markets and an understanding of the industry regulations whilst displaying the proactive attitude required in this fast-paced environment.

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 Advisor – Leeds

£35,000 to £45,000 plus bonus and benefits (OTE £55,000 plus).

Financial Advisor required by this prominent regional IFA that provides individual advice to high net worth professionals. The firm is well known across the UK and it continues to grow through the acquisition of quality business and the recruitment of new Advisors.

You will operate as part of the Private Client team providing advice across Investments, Retirement planning and Protection. Working with the firm’s existing client portfolio you will also be responsible for dealing with all leads provided by the company.

Candidates will be experienced Advisors with minimum Level 4 qualifications and you will have experience in providing holistic financial planning to HNW individuals. The company offers an excellent and realistic bonus scheme over and above the basic salary and 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 Sales Support – Glasgow

To £25,000 plus benefits and exam support.

Sales Support Administrator required by this highly acclaimed firm of Financial Planners 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 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.

Paraplanner – Aberdeen

£23,000 to £28,000 plus benefits and bonus

Paraplanner required by this firm of wealth managers who have a growing presence across the UK and an outstanding reputation for their portfolio management proposition.

This role will involve providing a high level of support to the firm’s advisers and technical support team. This will include a range of administrative duties including new business processing, valuations. The successful applicant will also be responsible for conducting research and producing high quality reports.

You will be an experienced Paraplanner within a wealth management environment. Attained Level 4 Diploma in Financial Planning, although the company does provide full funding and days off for exam study. You will demonstrate excellent technical knowledge, awareness of current markets and an understanding of the industry regulations whilst displaying the proactive attitude required in this fast-paced environment.

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.