Wealth Services Administrator - Client & Platform Support

JohnstonGreer; Stirling; On-site; GBP 25,000 - 31,000; Full time

Benefits offered by this job

Bonus

Benefits package

Job summary

JohnstonGreer in the United Kingdom is seeking a Financial Services Administrator to join their wealth management team. You will complete initial training and handle admin tasks for pensions, investments and protection while supporting advisers.

The role focuses on servicing existing clients, platform-based work, valuations, quotations, database and record-keeping, and client communications by letter, phone and email; ideal for recent graduates seeking a step into financial planning.

Qualifications

• Graduate in a financial orientated degree or similar.

Responsibilities

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

Education

Finance-related degree

Job description

JohnstonGreer in the United Kingdom is seeking a Financial Services Administrator to join their wealth management team. You will complete initial training and handle admin tasks for pensions, investments and protection while supporting advisers.

The role focuses on servicing existing clients, platform-based work, valuations, quotations, database and record-keeping, and client communications by letter, phone and email; ideal for recent graduates seeking a step into financial planning.