Financial Planning Support - Graduate

ZipRecruiter; Stirling; On-site; GBP 24,000 - 28,000; Full time

Job summary

An established industry player is looking for a Financial Planning Assistant to support their growing team. This role is perfect for a recent graduate eager to kickstart a career in financial planning, investments, or pensions. The firm is dedicated to nurturing talent, offering comprehensive support for industry exams and a clear career path. You will be involved in processing applications, managing client records, and liaising with product providers, ensuring a dynamic and engaging work environment. If you're passionate about finance and ready to make a meaningful impact, this opportunity is for you.

Qualifications

• Graduate with a financial-oriented degree seeking a career in financial planning.
• Full support for industry exams and study leave provided.

Responsibilities

• Processing new business applications and servicing existing client records.
• Valuations, database management, and client communications.

Skills

Database Management

Client Communication

Financial Planning

Technical Support

Education

Degree in Finance

Degree in Business

Job description

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.