Wealth Management Coordinator
1 month ago
About Our Business: JohnstonGreer Ltd is a reputable wealth management firm serving high net worth individuals and corporate clients nationwide.
Compensation Package: This role comes with a base salary of £23,000 - £24,000 per annum, plus benefits and bonus opportunities.
Job Summary:
We are looking for an organized and detail-oriented coordinator to join our team and provide administrative support in managing client databases and financial planning tasks.
Main Responsibilities:
- Participate in comprehensive training to enhance your knowledge of financial planning and wealth management.
- Utilize database management tools to maintain accurate and up-to-date records.
Ideal Candidate:
To succeed in this role, you should hold a financial degree and be eager to learn about financial planning and investments. Your strong organizational skills and attention to detail will enable you to make a valuable contribution to our team.
Career Development Opportunities: As a key member of our team, you will have access to ongoing training and support, helping you achieve your career aspirations.
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