Graduate Financial Planning Analyst — Client-Focused Growth

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

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.