Junior Financial Planning Admin - Client Service

JohnstonGreer Ltd; Stirling; On-site; GBP 26,000 - 32,000; Full time

Job summary

JohnstonGreer Ltd is recruiting a Financial Services Administrator in the UK to support a wealth management team. You will train initially, then handle pensions, investments and platform-based tasks while servicing existing clients.

You will prepare valuations and quotations, maintain databases and documentation, and communicate with clients by letter, phone and email to strengthen relations with product providers.

Qualifications

• Graduate with a financial orientated degree or equivalent.
• Willingness to complete initial training.
• Experience with pensions, investments and platform-based work.
• Strong communication via letters, phone and email.

Responsibilities

• Processing pensions, investments and protection.
• Servicing existing clients.
• Platform-based work.
• Valuations and quotations.
• Database, documentation and record-keeping.
• Client communications via letters, telephone and email.
• Building relationships with product providers.

Skills

Client communications

Pensions

Investments

Platform work

Record keeping

Education

Financial orientated degree

Job description

JohnstonGreer Ltd is recruiting a Financial Services Administrator in the UK to support a wealth management team. You will train initially, then handle pensions, investments and platform-based tasks while servicing existing clients.

You will prepare valuations and quotations, maintain databases and documentation, and communicate with clients by letter, phone and email to strengthen relations with product providers.