Financial Planning Assistant (Part-time)

JohnstonGreer; Glasgow; Remote; GBP 20,000 - 28,000; Part time

Job summary

A leading financial services recruitment agency seeks a part-time Financial Planning Assistant in Glasgow. This flexible role involves processing new business, servicing clients, and ensuring compliance while working from home. Ideal for experienced administrators ready to manage their responsibilities independently.

Qualifications

• Experience as an Administrator in a Financial Planning environment is required.
• Ability to manage duties independently.
• Strong attention to detail for compliance tasks is essential.

Responsibilities

• Process all new business and service existing clients.
• Conduct some research and ensure compliance.
• Maintain and update the back-office database.

Skills

Client servicing

Compliance

Research

Database management

Job description

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Financial Planning Assistant (Part-time), Glasgow

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Client:

JohnstonGreer

Location:

Glasgow, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

72d059dce6e7

Job Views:

4

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

Description

Financial Planning Assistant required by this small and successful firm of Advisors that provides individual advice to a range of HNW Private Clients and has built an excellent reputation for delivering high quality advice.

The opportunity is working from home, part-time (probably 15-18 hours) and offers full flexibility.

Operating across Pensions and Investments you will be responsible for –

• processing all new business
• servicing existing clients
• some research
• compliance
• maintain and update back-office database
• liaison with Providers

Applicants must be experienced Administrators working in a Financial Planning environment. You will prefer to manage your own duties and responsibilities, whilst having a mindset that ensures that all work is completed.

JohnstonGreer is a recruitment agency that specialises in the Financial Services, Mortgages and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.