Wealth Management Coordinator

1 month ago


Stirling, Stirling, United Kingdom JohnstonGreer Ltd Full time
Job Title: Wealth Management Coordinator

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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