At a Glance
- Tasks: Assist with pensions and investments while providing top-notch client service.
- Company: Join JohnstonGreer, a leading firm in wealth management.
- Benefits: Enjoy a competitive salary, bonuses, and comprehensive training.
- Other info: Dynamic team environment with potential for career progression.
- Why this job: Kickstart your career in finance with hands-on experience and growth opportunities.
- Qualifications: No prior experience needed; just a passion for finance and client relations.
The predicted salary is between 26000 - 28000 £ per year.
Johnston Greer is seeking a Financial Services Assistant to join their wealth management team in the UK.
You will handle pensions, investments and platform-based administration, servicing existing clients, and generating accurate valuations and quotations.
The role offers training on entry and progression into financial planning, with exposure to client communications by letter, phone and email, and to building relations with product providers.
Salary is £26,000–£28,000 with benefits and bonus.
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Wealth Management Admin: Junior Financial Services Role employer: JohnstonGreer
As a leading wealth management firm based in Edinburgh, we pride ourselves on fostering a collaborative and supportive work culture that empowers our Paraplanners to excel. With competitive salaries, comprehensive benefits, and dedicated exam support, we are committed to your professional growth and success while providing you the opportunity to work with high-net-worth clients on complex financial matters.
