Graduate Financial Planner — Training & Growth

JohnstonGreer Ltd; Stirling; On-site; GBP 27,000 - 29,000; Full time

Benefits offered by this job

Bonus

Benefits

Job summary

JohnstonGreer Ltd is looking for a Graduate - Financial Planning in Stirling. The role offers a salary of £27,000 to £28,500 plus benefits and bonus and involves working Monday to Friday in the office. You will receive extensive training and development in the Investment industry.

The successful candidate will build relationships with clients, support external Financial Advisors, maintain pension and investment knowledge, process documentation, and ensure high compliance standards.

Qualifications

• Graduate with an interest in joining the Investment industry.
• Degree-educated recruits welcomed; any degree subject considered.

Responsibilities

• Building and cultivating relationships with your client portfolio
• Providing support to external Financial Advisors
• Maintain your pension/investment knowledge
• Processing of documentation
• Maintaining high levels of compliance

Skills

Relationship building

Client support

Pension/investment knowledge

Compliance

Education

Bachelor's degree or equivalent

Any degree considered

Job description

JohnstonGreer Ltd is looking for a Graduate - Financial Planning in Stirling. The role offers a salary of £27,000 to £28,500 plus benefits and bonus and involves working Monday to Friday in the office. You will receive extensive training and development in the Investment industry.

The successful candidate will build relationships with clients, support external Financial Advisors, maintain pension and investment knowledge, process documentation, and ensure high compliance standards.