Graduate (Financial Planning) - Stirling

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

Graduate - Financial Planning

£27,000 to £28,500 plus benefits and bonus

Graduate required by this Financial Services 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.

• 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.