Graduate - Financial Planning

JohnstonGreer; Stirling; On-site; GBP 26,000 - 29,000; Full time

Job summary

JohnstonGreer is seeking a Graduate - Financial Planning to join its UK network of offices. The role focuses on building client relationships and supporting Financial Advisors, with a comprehensive training programme in the initial months.

You will be responsible for maintaining pension/investment knowledge, processing documentation, and ensuring high compliance levels while working in the office Monday-Friday. Salary ranges from £26,000 to £28,500 plus benefits and bonus.

Qualifications

• Recent graduate with an interest in the investment industry.
• Degree in any field acceptable; financial degree preferred but not required.
• Willing to work in the office Monday–Friday.

Responsibilities

• Build and cultivate relationships with your client portfolio.
• Provide support to external Financial Advisors.
• Maintain pension/investment knowledge.
• Process documentation accurately and timely.
• Maintain high levels of compliance.

Skills

Relationship building

Client support

Pension knowledge

Compliance awareness

Education

Graduate degree (any field acceptable)

Job description

Graduate - Financial Planning

£26,000 to £28,500 plus benefits and bonus

Graduate required by this national Financial firm with a network of offices throughout the U.K. including the local area. They have an excellent track record of recruiting, training and developing degree-educated recruits. The work is complex, so a high level of training is provided in the initial months and beyond.

You will be responsible for -

• 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

You will be a graduate, potentially with a financial degree though any degree subject will be considered if you have an interest in joining the Investment industry. You will be happy to work in the office Monday-Friday.