IFA Support/Trainee Financial Planner

IFA Support/Trainee Financial PlannerTo £30,000 plus benefitsA 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 contactLiaising with product providersSubmitting and tracking new businessCompleting platform workPreparing valuations and documentation for client meetingsThis 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.JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. ..... full job details .....