Financial Planning Assistant (Graduate) - Stirling

JohnstonGreer Ltd; Stirling; On-site; GBP 22,000 - 26,000; Full time

Job summary

A leading wealth manager is seeking a Financial Planning Assistant – Graduate in Stirling to support their Advisors. This role includes processing applications, managing client records, and providing administration support, with full training provided for professional development. Ideal for a recent graduate eager to start a career in financial planning.

Benefits

Study leave for industry exams

Clearly defined career path

Qualifications

• Graduate in a financial-oriented degree is preferred.
• Willingness to learn and take industry exams.
• Good communication and administrative skills are essential.

Responsibilities

• Processing new business applications.
• Servicing existing client records and valuations.
• Maintaining database and client communications.

Skills

Client communication

Database management

Administration

Education

Financial-oriented degree

Job description

Financial Planning Assistant – Graduate
To £26,000 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:

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

The ideal candidate will be a graduate in a financial-oriented 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 a clearly defined career path.

If you are interested in this position, click the apply button below or email your details to [e-mail].

JohnstonGreer is a recruitment agency specializing in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency providing permanent job seeking services.