Graduate - Financial Planning Assistant
other jobs JohnstonGreer
Added before 1 Days
- Scotland,Stirling
- Full Time, Permanent
- £25,000 - £27,000 per annum
Job Description:
Financial Planning Assistant – Graduate
To £27,000 plus benefits and bonus
Graduate required by this top-quality wealth manager that provides advice to both HNW private individuals and corporate clients. Having grown their team of Advisors they now wish to add an additional support professional to deal with technical and administration duties.
Joining as a graduate you will complete the initial training, following which you will be responsible for –
*processing of new business applications
*servicing existing client records
*platform-based work
*valuations
*database management
*communications with clients
*product provider liaison
The ideal candidate will be a graduate in a financial orientated degree looking to make their first step into financial planning, investments or pensions. The firm offers full support through the industry exams including study leave and then a clearly defined career path.
To £27,000 plus benefits and bonus
Graduate required by this top-quality wealth manager that provides advice to both HNW private individuals and corporate clients. Having grown their team of Advisors they now wish to add an additional support professional to deal with technical and administration duties.
Joining as a graduate you will complete the initial training, following which you will be responsible for –
*processing of new business applications
*servicing existing client records
*platform-based work
*valuations
*database management
*communications with clients
*product provider liaison
The ideal candidate will be a graduate in a financial orientated degree looking to make their first step into financial planning, investments or pensions. The firm offers full support through the industry exams including study leave and then a clearly defined career path.
Job number 3499898
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Company Details:
JohnstonGreer
Company size:
Industry:
JohnstonGreer is a specialist recruitment firm operating within the Actuarial, Insurance, Legal, Mortgage, Pension and Wealth sectors dealing with a w...