Wealth Management Support Specialist

10 hours ago


Inverurie, Aberdeenshire, United Kingdom JohnstonGreer Ltd Full time

Join our team at JohnstonGreer Ltd as a Wealth Management Support Specialist and take the first step towards a rewarding career in financial services. As a member of our team, you will be responsible for providing administrative support to our Financial Planners and will be involved in a range of tasks including new business processing, valuations, quotations, provider/third-party liaison, compliance monitoring, and database management.

The salary for this position is £**38,000 - £48,000 per annum**, depending on experience, and we offer a range of benefits including opportunities for professional development and career advancement.

You will have a minimum of 2 years' experience working in a similar environment and will have excellent communication skills, both written and verbal. You will also be able to work effectively as part of a team and have a high level of attention to detail.



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