IFA Support/Trainee Financial Planner

IFA Support/Trainee Financial Planner To £32,000 plus benefits A respected and growing Wealth Management firm is seeking an IFA Administrator to support 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. 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.