JohnstonGreer

IFA Administrator £28,000 to £32,000 plus benefits A highly successful firm of Wealth Managers is seeking an experienced Financial Services Administrator to join its team. The business is well-established and recognised locally for providing high-quality advice to High-Net-Worth clients across investments, tax planning, cashflow modelling, retirement planning and protection. Working closely with the Financial Planners, you will provide comprehensive administrative and client support, including: Processing new business applications Servicing existing client work Conducting research Preparing documentation for meetings Managing client contact, including arranging appointments Ensuring compliance requirements are met Preparing reports and packs for client meetings Producing valuations Maintaining accurate client and database records You will have previous experience supporting Financial Advisers or Planners, strong administrative capability, excellent communication skills and a proactive, client-focused approach. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. We also support firms growing through acquisition and owners seeking to exit.

SIPP Administrator (Property Acquisitions) £29,000 to £35,000 plus bonus and benefits SIPP/SSAS Administrator required by this highly successful consultancy that has an excellent brand name within its specialist market. Throughout their national network they perform a variety of administration functions for SIPPs and SSAS including property acquisitions and servicing. Working as part of the SIPP/SSAS team you will be responsible for - processing purchase, leasing and sale of commercial properties liaison with Surveyors, Lenders, Solicitors and HMRC processing documentation, titles, invoicing and insurance communications with clients and intermediaries work with Project Managers regarding refurbishment and repairs You will be working in the Property Team of a SIPP/SSAS firm or be dealing with general SIPP administration with an element of property. Candidates from the Property Management industry would receive excellent training to develop into this role. 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.

IFA Administrator £28,000 to £32,000 plus benefits A highly successful firm of Wealth Managers is seeking an experienced Financial Services Administrator to join its team. The business is well-established and recognised locally for providing high-quality advice to High-Net-Worth clients across investments, tax planning, cashflow modelling, retirement planning and protection. Working closely with the Financial Planners, you will provide comprehensive administrative and client support, including: Processing new business applications Servicing existing client work Conducting research Preparing documentation for meetings Managing client contact, including arranging appointments Ensuring compliance requirements are met Preparing reports and packs for client meetings Producing valuations Maintaining accurate client and database records You will have previous experience supporting Financial Advisers or Planners, strong administrative capability, excellent communication skills and a proactive, client-focused approach. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. We also support firms growing through acquisition and owners seeking to exit.

IFA Support/Trainee Financial Planner To £30,000 plus benefits A 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 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.