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Financial Planning Assistant
1 week ago
About Johnston Carmichael Wealth
We are an award-winning, independent Chartered Financial Planning firm with a heritage that spans more than three decades.
At JC, we help individuals achieve their goals and live life on their terms. Our team of experienced professionals provides expert advice to clients across the UK.
The estimated salary for this role is £25,000 - £35,000 per annum, depending on experience.
Job Description:- Capture recommendations and new business activity accurately and correctly within client records.
- Submit, process, and monitor client transactions, record associated income estimates, and maintain records on a timely basis.
- Maintain client record information accurately and in line with best-practice guidance.
About You:
- Friendly and outgoing
- Strong attention to detail and accuracy skills
- Good IT skills including MS Office
- Prioritisation and communication skills