At a Glance
- Tasks: Support financial advisers with admin tasks for pensions, investments, and client communications.
- Company: Join JohnstonGreer, a leading firm in wealth management.
- Benefits: Gain valuable experience in finance with training and career progression opportunities.
- Other info: Dynamic team environment with a focus on client service and support.
- Why this job: Perfect for recent graduates looking to kickstart their career in financial planning.
- Qualifications: Ideal for those with strong communication skills and a keen interest in finance.
The predicted salary is between 31500 - 38500 £ per year.
Johnston Greer in the United Kingdom is seeking a Financial Services Administrator to join their wealth management team.
You will complete initial training and handle admin tasks for pensions, investments and protection while supporting advisers.
The role focuses on servicing existing clients, platform-based work, valuations, quotations, database and record-keeping, and client communications by letter, phone and email; ideal for recent graduates seeking a step into financial planning.
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Wealth Services Administrator - Client & Platform Support in Stirling employer: JohnstonGreer
As an Independent Financial Advisor with our esteemed Wealth Manager, you will thrive in a supportive environment that prioritises professional growth and client satisfaction. Our culture fosters collaboration and innovation, offering competitive salaries, bonuses, and comprehensive benefits, all while allowing you to build meaningful relationships within the financial community. Join us in a location that not only provides a vibrant professional landscape but also encourages a balanced lifestyle, making it an exceptional place to advance your career.
