Financial Planning Assistant (Graduate) - Stirling

Financial Planning Assistant – Graduate

£23,000 to £24,000 plus benefits and bonus

Graduate required by this top-quality wealth manager that provides advice to both HNW private individuals and corporate clients. Having grown their team of Advisors, they now wish to add an additional support professional to deal with technical and administration duties.

Joining as a graduate, you will complete the initial training, following which you will be responsible for:

1. Processing of new business applications
2. Servicing existing client records
3. Platform-based work
4. Valuations
5. Database management
6. Communications with clients
7. Product provider liaison

The ideal candidate will be a graduate in a financial-oriented degree looking to make their first step into financial planning, investments, or pensions. The firm offers full support through the industry exams including study leave and then a clearly defined career path.

If you are interested in this position, please call Chris Johnston on (07860) 939 925 or click the apply button below. You can also email your details to info@johnstongreer.co.uk.

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