At a Glance
- Tasks: Support financial advisors with client records, applications, and communications.
- Company: Top-quality wealth manager focused on high-net-worth individuals and corporate clients.
- Benefits: Salary up to £26,000, bonuses, study leave, and career progression.
- Other info: Join a dynamic team with clear career paths and growth opportunities.
- Why this job: Kickstart your finance career with training and support for industry exams.
- Qualifications: Recent graduate in a finance-related degree eager to learn.
The predicted salary is between 26000 - 26000 £ per year.
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:
- Processing of new business applications
- Servicing existing client records
- Platform-based work
- Valuations
- Database management
- Communications with clients
- 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 a clearly defined career path.
If you are interested in this position, click the apply button below or email your details to.
Financial Planning Assistant (Graduate) - Stirling employer: JohnstonGreer Ltd
As a Financial Planning Assistant at this esteemed wealth management firm in Stirling, you will benefit from a supportive work culture that prioritises professional development and offers comprehensive training. With a clear career progression path and full backing for industry exams, this role not only provides a competitive salary but also the opportunity to grow within a dynamic team dedicated to delivering exceptional service to high-net-worth clients.
