Financial Planning Specialist

7 days ago


Stirling, Stirling, United Kingdom JohnstonGreer Ltd Full time
Job Title: Financial Planning Specialist

About Us: JohnstonGreer Ltd is a top-quality wealth manager dedicated to providing expert advice to high net worth individuals and corporate clients.

Salary: £23,000 to £24,000 plus benefits and bonus per annum.

Job Description:

We are seeking a motivated individual with a financial degree to manage databases and support our team in providing exceptional client service. The ideal candidate will have a strong understanding of financial planning and investments.

Key Responsibilities:
  • Complete initial training to develop skills and knowledge in financial planning and investments.
  • Manage databases to ensure accurate and up-to-date information.


Required Skills and Qualifications:

The successful candidate will be a recent graduate with a financial degree and a keen interest in financial planning and investments.

Benefits:

This role offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.

Ongoing Support: You will receive ongoing support and training to help you achieve your career goals.

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