The purpose of the role is to advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. <...
The Company Our client is a prestigious Financial Services organisation seeking a Paraplanner for their office in Aberdeen. Duties and accountabilities You will provide a comprehensive Paraplanner function for the IFA team, which can include - Conducting product research Compiling Client Suitability Reports based on Risk profile Preparing supplementary inform...
The Company - Our client is a prestigious Independent Financial Adviser firm with a requirement for a Sales Support Administrator in Aberdeen. Duties and accountabilities - You will provide a comprehensive Sales Support function to the Financial Adviser team, which can include - Providing quotations New Business processing and commission reconciliation Database management<...
£21,500 - £32,500 package plus individual performance award, dependent on experience and location. At RBS, the vision of UK Retail (including the RBS and Natwest branch networks) is to become Britain’s most helpful and sustainable bank. Our people are key in helping us achieve this, which is why we place a high priority on recruiting the very best people with the right skills, experience and behaviours. Our mortgage ...
One of Scotland's best known independent Mortgage Brokers is looking to recruit a Senior Mortgage Adviser based in one of their Aberdeen offices. There is no cold calling as its reputation, advertising and word of mouth provides all of the leads required. You must be CeMAP qualified (or equivalent) and have a proven sales record. In return, you will be part of a fantastic uncapped bonus scheme delivering excellent OTE(£60,000...
Senior Sales Support Aberdeen £20,000 to £25,000 plus bonus and benefits JohnstonGreer has been retained by this well known IFA firm who operate within both the Private Client and Corporate arenas. They are currently looking to add to the Advisor support team dealing with Individual and Business clients across the full spectrum of financial planning. You will deal with the full range of protection, reti...
Pensions Administrator £22,000 to £26,000 plus benefits JohnstonGreer has been retained by this highly regarded IFA consultancy who provide complex pensions advice and administration services to their clients. Due to continued growth and the acquisition of new business they now require a new pension administrator to join their team to service GPP level schemes and other employee benefits. The successful ...
Independent Financial Advisor £35,000 to £40,000 plus benefits and bonus (OTE £50,000 plus) This reputable and highly regarded firm of Independent Financial Advisors provides advice across a wide range of Personal and Group clients and is one of the largest national players in the UK. Due to continued growth and the acquisition of new business they now require an additional Advisor. You will provide ...
IFA Sales Support £18,000 to £22,000 plus excellent benefits and bonus This highly successful firm of Independent Financial Advisors provides mainly Individual advice to HNW Private Clients. Operating on a fee basis they have built an excellent reputation for delivering financial planning solutions to their existing client portfolio. They are now looking to recruit an experienced IFA Sales Support individual w...
Senior IFA Sales Support Aberdeen To £28,000 plus benefits JohnstonGreer has been retained by this well known IFA firm who operate within both the Private Client and Corporate arenas. They are currently looking to add to the Advisor support team dealing with Individual and Business clients across the full spectrum of financial planning. You will deal with the full range of retirement planning, protectio...
Job Description Due to expansion our client, an excellent Independent Financial Advisers, are looking for an experienced IFA Sales Support to join their Aberdeen office. You will be responsible for the administration of a variety of financial services products on the individual side including pensions and investments. You will be speaking to a variety of companies obtaining quotes and information for...
Job Description Due to expansion our client, an excellent Independent Financial Advisers, are looking for an IFA Sales Support to join their Aberdeen office. Responsible for the administration of a variety of financial services products on the individual side, including investments, pensions and life products, you will be speaking to a variety of companies obtaining quotes and information for clients...
IFA - Wealth Management £35,000 to £40,000 plus benefits and bonus (OTE £50,000 plus) This reputable and highly regarded firm of Independent Financial Advisors provides advice across a wide range of Personal and Group clients and is one of the largest national players in the UK. Due to continued growth and the acquisition of new business they now require an additional Advisor. You will provide financ...
Senior Sales Support - Regional IFA Aberdeen £20,000 to £25,000 plus bonus and benefits JohnstonGreer has been retained by this well known IFA firm who operate within both the Private Client and Corporate arenas. They are currently looking to add to the Advisor support team dealing with Individual and Business clients across the full spectrum of financial planning. You will deal with the full range of p...
Sales Support - National IFA firm £18,000 to £22,000 plus excellent benefits and bonus This highly successful firm of Independent Financial Advisors provides mainly Individual advice to HNW Private Clients. Operating on a fee basis they have built an excellent reputation for delivering financial planning solutions to their existing client portfolio. They are now looking to recruit an experienced IFA Sales Supp...
Employee Benefits Consultant £35,000 to £45,000 basic plus car allowance, benefits and bonus This leading global insurer and employee benefits consultancy have an extensive market presence and client portfolio in Scotland. They offer a full range of services to their corporate clients including EB advice across pensions, protection and other non product based work. The regional branch requires an additional co...
Senior IFA Sales Support Aberdeen To £28,000 plus benefits JohnstonGreer has been retained by this well known IFA firm who operate within both the Private Client and Corporate arenas. They are currently looking to add to the Advisor support team dealing with Individual and Business clients across the full spectrum of financial planning. You will deal with the full range of retirement planning, protectio...
Pensions Administrator £22,000 to £26,000 plus benefits JohnstonGreer has been retained by this highly regarded IFA consultancy who provide complex pensions advice and administration services to their clients. Due to continued growth and the acquisition of new business they now require a new pension administrator to join their team to service GPP level schemes and other employee benefits. The successful ...
My client is one of the Largest Leading Wealth management companies in the UK who specialise in delivering face-to-face financial advice to people who have, or are in the process of accumulating Capital and with over £28 Billion of client funds under management they are continuing to grow and are seeking self employed Financial advisors to work across various areas of the UK. Candidates must meet 3 distinct criteria;</...
My client is one of the Largest Leading Wealth management companies in the UK who specialise in delivering face-to-face financial advice to people who have, or are in the process of accumulating Capital and with over £28 Billion of client funds under management they are continuing to grow and are seeking self employed Financial advisors to work across various areas of the UK. Candidates must meet 3 distinct criteria;</...
Our client is looking to appoint a financial controller on a permanent basis in Aberdeen. The role will be to manage the companies payment and invoicing process as well as additional administration management duties. This role will ideally suit and experience individual who is looking to add value to a growing international material supply company. In return an excellent salary and package will be offered. ...
IFA - Aberdeen Our client is a very well established and pretigious wealth management firm and are a leading player within the UK financial services . As part of their on-going 2012 expansion plans and client demand, are urgently seeking to recruit an IFA/Wealth Manager adviser for Aberdeen. They operate predominantly within the Private Client/HNW sector with...
A great opportunity has become available to join a very well established and successful Bancassurance company as a Financial Adviser You will at this stage have been in Financial Services as a qualified Financial Adviser looking for a new challenge This is your chance to join one of the leading Bancassurance companies in Europe and this bank has remained very stable during the...
Job Description Our client, a leading IFA company, are looking for a Corporate Administrator to join their Aberdeen office. The ideal candidate will have previous experience in an IFA office or an Insurance Company dealing with pensions, dis, phi, pmi etc. This is an excellent opportunity for a candidate experienced in Group Pensions Admin, Leavers, Joiners, Retirals, Group Death In Service, Income Protect...
The Company - Our client is a prestigious Mortgage Broker with a requirement for a successful Mortgage Adviser in their Aberdeen branch. Duties and accountabilities - You will provide a comprehensive Mortgage and Protection advisory service existing customers, leads and enquiries. This can include - Conducting in depth fact finds to establish customer needs. Making recom...
