Graduate (Financial Planning) - Stirling

Graduate (Financial Planning) - Stirling

Stirling Full-Time 51750 - 63250 £ / year (est.) No working from home possible
J

At a Glance

  • Tasks: Build relationships with clients and support Financial Advisors in a dynamic environment.
  • Company: Reputable Financial Services firm with a strong training and development focus.
  • Benefits: Competitive salary, bonuses, and comprehensive training provided.
  • Other info: Office-based role with Monday to Friday working hours.
  • Why this job: Kickstart your career in finance with hands-on experience and expert guidance.
  • Qualifications: Graduate degree preferred; passion for finance is key.

The predicted salary is between 51750 - 63250 £ per year.

  • Graduate - Financial Planning
  • £27,000 to £28,500 plus benefits and bonus

Graduate required by this Financial Services firm with a network of offices throughout the U.

K. including the local area.

They have an excellent track record of recruiting, training and developing degree-educated recruits.

The work is complex, so a high level of training is provided in the initial months and beyond.

  • Building and cultivating relationships with your client portfolio
  • Providing support to external Financial Advisors
  • Maintain your pension/investment knowledge
  • Processing of documentation
  • Maintaining high levels of compliance

You will be a graduate, potentially with a financial degree though any degree subject will be considered if you have an interest in joining the Investment industry.

You will be happy to work in the office Monday-Friday.

#J-18808-Ljbffr

Graduate (Financial Planning) - Stirling employer: JohnstonGreer Ltd

JohnstonGreer Ltd is an excellent employer, offering a flexible working environment that allows for remote, hybrid, or office-based options, catering to the diverse needs of its employees. With a strong focus on professional growth within the SIPP/SSAS sector, the company provides ample opportunities for career advancement, alongside a competitive bonus and benefits package that enhances overall job satisfaction. The supportive work culture fosters collaboration with clients, intermediaries, and property managers, making it a rewarding place to build a meaningful career.

J

Contact Details:

JohnstonGreer Ltd Recruitment Team

We think you need these skills to ace Graduate (Financial Planning) - Stirling

Relationship Building
Client Portfolio Management
Support for Financial Advisors
Pension Knowledge
Investment Knowledge
Documentation Processing
Compliance Maintenance