At a Glance
- Tasks: Support a wealth management team by handling pensions, investments, and client communications.
- Company: Join JohnstonGreer Ltd, a leading financial services firm in the UK.
- Benefits: Gain valuable experience, training, and a supportive work environment.
- Other info: Opportunity for growth within a dynamic and supportive team.
- Why this job: Kickstart your career in finance while making a difference for clients.
- Qualifications: Strong communication skills and a willingness to learn about financial services.
The predicted salary is between 21600 - 26400 £ per year.
Johnston Greer Ltd is recruiting a Financial Services Administrator in the UK to support a wealth management team.
You will train initially, then handle pensions, investments and platform-based tasks while servicing existing clients.
You will prepare valuations and quotations, maintain databases and documentation, and communicate with clients by letter, phone and email to strengthen relations with product providers.
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Junior Financial Planning Admin - Client Service in 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.
