Financial Inclusion Specialist

3 weeks ago


Glasgow, Glasgow City, United Kingdom Johnston Carmichael Full time
About Johnston Carmichael

We are a leading provider of wealth management services in the UK, with a strong presence in Glasgow and Edinburgh.

Job Overview

This is an entry-level role that offers a unique opportunity for someone to develop their skills and progress within the financial services industry. The successful candidate will have access to multiple career paths and opportunities for professional growth.

Key Responsibilities
  • Manage client mandate requests and ensure all requested information has been received and updated on our back office system.
  • Maintain local office stationery levels.
  • Accurately maintain client record information on our back office system, including but not limited to client risk checks (client due diligence, anti-money laundering, risk profile questionnaire) on a timely basis.
Required Skills and Qualifications
  • Good IT skills, including a working knowledge of MS Office.
Benefits

As well as enjoying a fulfilling career with a great team of colleagues, we offer a range of benefits to make your time at JC even more enjoyable.

The salary for this role is approximately £25,000 - £30,000 per annum, depending on experience.



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