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IFA Administrator/Trainee Financial Planner - Aberdeen

JohnstonGreer
CompanyJohnstonGreer
CategoryOperations & Admin
LocationAberdeen
Remote
EmploymentNot stated
LevelIntern
SalaryNot stated by the employer
First seen2 Aug 2026 (the employer did not state a posting date)
Last verified10 Aug 2026
SourceThe employer's own careers page (company_site)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
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. If you are interested in this position click the apply button below or you can email your details to [email protected]. 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 their business.