Financial Planning Assistant (Part-time)

Social network you want to login/join with: Financial Planning Assistant (Part-time), Glasgow col-narrow-left Client: JohnstonGreer Location: Glasgow, United Kingdom Job Category: Other – EU work permit required: Yes col-narrow-right Job Reference: 72d059dce6e7 Job Views: 4 Posted: 02.06.2025 Expiry Date: 17.07.2025 col-wide Job Description: Description Financial Planning Assistant required by this small and successful firm of Advisors that provides individual advice to a range of HNW Private Clients and has built an excellent reputation for delivering high quality advice. The opportunity is working from home, part-time (probably 15-18 hours) and offers full flexibility. Operating across Pensions and Investments you will be responsible for – processing all new business servicing existing clients some research compliance maintain and update back-office database liaison with Providers Applicants must be experienced Administrators working in a Financial Planning environment. You will prefer to manage your own duties and responsibilities, whilst having a mindset that ensures that all work is completed. JohnstonGreer is a recruitment agency that specialises in the Financial Services, Mortgages and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. #J-18808-Ljbffr