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- Tasks: Assist with financial planning, client communications, and administration tasks.
- Company: Top-quality wealth manager with a focus on high-net-worth individuals and corporate clients.
- Benefits: Competitive salary, bonuses, and comprehensive training.
- Other info: Join a supportive team and build valuable industry relationships.
- Why this job: Kickstart your career in finance with hands-on experience and professional growth.
- Qualifications: Recent graduate in finance or early-career administrator.
The predicted salary is between 26000 - 28000 £ per year.
Financial Services Assistant £26,000 to £28,000 plus benefits and bonus. Financial Services administrator required by this top-quality wealth manager that provides advice to both HNW private individuals and corporate clients. Having increased their team of Advisors, they now wish to add an additional staff member to deal with administration.
You will probably be newer to the industry and will complete the initial training, following which you will be responsible for:
- Processing of pensions, investments and protection
- Servicing existing clients
- Platform-based work
- Valuations and quotations
- Database, documentation and record-keeping
- Client communications via letter, telephone and email
- Building relationships with product providers
The ideal candidate will be a graduate in a financial orientated degree looking to make their first step into financial planning, or candidates in their first year or two working as an Administrator.
If you are interested in this position click the apply button below or you can email your details to info@johnstongreer.co.uk.
Financial Planning Assistant - Stirling employer: JohnstonGreer Ltd
Contact Detail:
JohnstonGreer Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant - Stirling
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at wealth management firms. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their success.
✨Tip Number 3
Practice your communication skills! Since this role involves client communications, being able to articulate your thoughts clearly and confidently will set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Financial Planning Assistant - Stirling
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Financial Planning Assistant role. Highlight any relevant coursework or projects from your financial degree that show you’re ready to dive into the world of financial services.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this opportunity and how your background makes you a great fit for the team. Don’t forget to mention your eagerness to learn and grow in the financial planning field.
Showcase Your Communication Skills: Since client communication is key in this role, make sure your application showcases your ability to communicate clearly and professionally. Whether it’s through your writing style or examples of past experiences, let us see your strong communication chops!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at JohnstonGreer Ltd
✨Know Your Financial Basics
Brush up on key financial concepts, especially those related to pensions, investments, and protection. Being able to discuss these topics confidently will show your potential employer that you're serious about the role and have a genuine interest in financial planning.
✨Showcase Your Communication Skills
Since client communication is a big part of this role, prepare examples of how you've effectively communicated in previous roles or during your studies. Whether it’s through letters, emails, or phone calls, demonstrating your ability to build relationships will set you apart.
✨Research the Company
Take some time to understand the wealth manager's services and their target clients. Knowing their approach to financial advice for HNW individuals and corporate clients will help you tailor your answers and show that you’re a good fit for their team.
✨Prepare Questions to Ask
Interviews are a two-way street! Prepare thoughtful questions about the training process, team dynamics, and growth opportunities within the company. This not only shows your enthusiasm but also helps you gauge if the company aligns with your career goals.