IFA Administrator – Belfast

£17,000 to £21,000 plus benefits

IFA Administrator required by this regional IFA firm to join their team and provide support to their Paraplanners and Financial Advisors. The firm look to consistently deliver the highest quality of advice and service to both individual HNW private clients and businesses, providing full financial planning solutions including Retirement Planning, Investments, Wealth, Tax Planning and more.

As the IFA Administrator you will be responsible for all provider liaison, client meetings, producing client’s valuations, new and existing business and database management whilst completely general office administration duties.

Applicants will ideally have Financial Services experience within either a Financial Planning, Wealth Management or Provider environment. Excellent administration and communication skills. 

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 – Newcastle

£18,000 up to £22,000

Junior IFA Administrator required by this regional IFA firm to join their team and provide support to their Paraplanners and Financial Advisors. The firm look to consistently deliver the highest quality of advice and service to both individual HNW private clients and businesses, providing full financial planning solutions including Retirement Planning, Investments, Wealth, Tax Planning and more.

As the Junior IFA Administrator you will be responsible for all provider liaison, client meetings, producing client’s valuations, new and existing business and database management whilst completely general office administration duties.

Applicants will ideally have Financial Services experience within either a Financial Planning, Wealth Management or Provider environment. Excellent administration and communication skills. 

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.

Training Analyst – Birmingham

£22,000 to £28,000 plus benefits

This national pension consultancy specialise in pensions actuarial, investment consulting and administration and are rapidly growing, and now require a Training Analyst to drive the design and delivery of training to the company’s staff.

You will be responsible for creating and providing effective training within this FCA regulated environment, including the development and conduct of training sessions, implement changes to processes documentation and ensuring this remains compliant.

You will currently be working in a Pensions Administration role and eager to change direction whilst utilising your experience. You will possess excellent communication skills and exposure to coaching would be desirable.

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 – Hull

£27,000 to £34,000 plus benefits

Paraplanner required by this highly regarded national Financial Planning firm. The Advisors deal with complex financial planning for HNW Private Clients across Investments and Retirement Planning.

Paraplanning duties will include research, report writing, valuations, client reviews, platform work, database management and a high level of client contact including attendance at client meetings.

You will be an experienced Paraplanner within a Wealth Management environment and have progress towards the industry Level 4 exams. The company offers a competitive salary and a full range of benefits whilst also providing full support through the industry qualifications.

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 – Leeds

£27,000 to £34,000 plus benefits

Paraplanner required by this highly regarded national Financial Planning firm. The Advisors deal with complex financial planning for HNW Private Clients across Investments and Retirement Planning.

Paraplanning duties will include research, report writing, valuations, client reviews, platform work, database management and a high level of client contact including attendance at client meetings.

You will be an experienced Paraplanner within a Wealth Management environment and have progress towards the industry Level 4 exams. The company offers a competitive salary and a full range of benefits whilst also providing full support through the industry qualifications.

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 Paraplanner – Chester

£22,000 to £26,000 plus benefits

Trainee Paraplanner required by this highly regarded Chartered Financial Planning firm. The Advisors deal with complex financial planning for HNW Private Clients across Investments and Retirement Planning.

Paraplanning duties will include research, report writing, valuations, client reviews, platform work, database management and a high level of client contact including attendance at client meetings.

You will have experience within a Wealth Management environment and have progress towards the industry Level 4 exams. The company offers a competitive salary and a full range of benefits whilst also providing full support through the industry qualifications.

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.