Job Title: Financial Planning Assistant - Graduate
Salary: £24,000 plus benefits and bonus
Job Description
We are seeking a graduate for a support role at a top-quality wealth management firm that provides advice to both HNW private individuals and corporate clients. The team has grown, and they now wish to add an additional support professional to handle technical and administrative duties.
Responsibilities
1. Processing of new business applications
2. Servicing existing client records
3. Platform-based work
4. Valuations
5. Database management
6. Communications with clients
7. Product provider liaison
Candidate Profile
The ideal candidate will be a graduate with a financial-oriented degree, looking to start a career in financial planning, investments, or pensions. The firm offers full support for industry exams, including study leave, and provides a clearly defined career path.
About the Agency
JohnstonGreer is a recruitment agency specialising in the Financial Services and Pensions sectors. We operate as an Employment Agency providing permanent job seeking services.
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