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⏰ Full-time

Trainee Financial Planner/IFA Administrator

JohnstonGreer
Location 📍 Aberdeen, United Kingdom
Posted 📅 June 14, 2026
Work Type ⏰ Full-time

Position Overview

Description

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.

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    Job Details

    Employment Type
    Full-time
    📊
    Category
    Financial Specialists
    🏠
    Work Arrangement
    On-site
    📍
    Location
    Aberdeen, United Kingdom