Junior Financial Planning Associate

3 weeks ago


Stirling, Stirling, United Kingdom JohnstonGreer Full time

Entry-Level Financial Planning Assistant Role

A reputable wealth management organization is looking for a recent graduate to become part of their team. This position encompasses both technical and administrative responsibilities to assist the Advisors. Key duties include:

  • Processing new business applications
  • Maintaining client records
  • Engaging in platform-based tasks
  • Managing valuations
  • Overseeing database operations
  • Communicating effectively with clients
  • Coordinating with product providers

The ideal candidate will be a recent graduate with a degree in a finance-related discipline, eager to embark on a career in financial planning, investments, or pensions. The organization provides comprehensive support for industry examinations, study leave, and a well-defined career advancement pathway.

This opportunity is facilitated by JohnstonGreer, a dedicated recruitment agency specializing in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency, offering permanent job placements.



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