Paraplanner – Glasgow

£29,000 to £38,000 plus benefits

Paraplanner required by this regional IFA firm that provides individual advice to HNW Private Clients. The firm delivers efficient service and high-quality advice to a wide range of clients across the full range of investments, tax and retirement planning.

As the Paraplanner you will be responsible for providing technical support including research, report writing, formulation of advice and liaison with the product Providers. The position will also involve direct contact with the Advisor’s portfolio of clients and the supervision of support staff.

Applicants will be experienced in IFA Paraplanning and ideally have progressed towards the industry Level 4 exams.

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 Support – Carlisle

£20,000 to £25,000 plus benefits

IFA Support required by this regional Wealth Manager that provides financial planning to HNW clients across investments, taxation and pensions. Connected to a professional practice the IFA arm continues to grow and now seeks an additional team member to support the Financial Planners.

You will deal with the preparation for client meetings and follow up of action points, new business processing, platform trades and other servicing, valuations, record keeping and data management plus liaison with clients and providers. The role will increasingly include technical support across report writing and research.

You will be experienced in supporting Financial Advisors including exposure to the industry platforms and back office tools. You will have excellent team working skills whilst also capable of operating on your own initiative taking responsibility for your full remit.

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 Support – Kendal

To £23,000 plus benefits

IFA Support required by this firm of Independent Financial Advisors that provides advice to business owners, professionals and other HNW individuals. One of the largest Advice firms in the region they offer career progression throughout their divisions across Private Client, Employee Benefits and Investment Consulting.

You will be responsible for administration and technical support including new business processing, research, valuations, provider liaison and compliance across the full range of retirement and investment planning whilst dealing directly with the client portfolio.

Applicants will have administration experience within a Financial Services environment, and you will demonstrate good communication and organisational skills. The firm offers an excellent range of benefits which includes pension and exam support.

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 Support – Glasgow

To £23,000 plus benefits

IFA Support required by this firm of Independent Financial Advisors that provides advice to business owners, professionals and other HNW individuals. One of the largest Advice firms in the region they offer career progression throughout their divisions across Private Client, Employee Benefits and Investment Consulting.

You will be responsible for administration and technical support including new business processing, research, valuations, provider liaison and compliance across the full range of retirement and investment planning whilst dealing directly with the client portfolio.

Applicants will have administration experience within a Financial Services environment, and you will demonstrate good communication and organisational skills. The firm offers an excellent range of benefits which includes pension and exam support.

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 Support – Belfast

To £23,000 plus benefits.

IFA Support required by this firm of Independent Financial Advisors that provides advice to business owners, professionals and other HNW individuals. One of the largest Advice firms in the region they offer career progression throughout their divisions across Private Client, Employee Benefits and Investment Consulting.

You will be responsible for administration and technical support including new business processing, research, valuations, provider liaison and compliance across the full range of retirement and investment planning whilst dealing directly with the client portfolio.

Applicants will have administration experience within a Financial Services environment, and you will demonstrate good communication and organisational skills. The firm offers an excellent range of benefits which includes pension and exam support.

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 Support (Client Services) – Belfast

£20,000 to £25,000 plus benefits, bonus and exam support

IFA Support professional required by this highly reputable firm of Wealth Managers that provides individual advice to a range of HNW Private Clients. They work alongside the Partners of the professional services arm and deal with business referred from these internal introducers.

Operating with the Client Services team you will be responsible for IFA administration including platform work, new business, portfolio reviews, servicing, research, compliance, fees, valuations and ongoing communications with clients, providers and other third-parties.

Applicants must have experience of working in Wealth Management environment and have excellent communication skills. The firm offers an excellent level of salary and a range of flexible benefits including a contribution towards 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.