Financial Planning Assistant

2 weeks ago


Glasgow, Glasgow City, United Kingdom JohnstonGreer Part time

Description

£25,000 to £30,000 FTE

Financial Planning Assistant required by this small and successful firm of Advisors that provides individual advice to a range of HNW Private Clients and has built an excellent reputation for delivering high quality advice.

The opportunity is working from home, part-time (probably 15-18 hours) and offers full flexibility.

Operating across Pensions and Investments you will be responsible for –

processing all new business servicing existing clients some research compliance maintain and update back-office database liaison with Providers

Applicants must be experienced Administrators working in a Financial Planning environment. You will prefer to manage your own duties and responsibilities, whilst having a mindset that ensures that all work is completed.

JohnstonGreer is a recruitment agency that specialises in the Financial Services, Mortgages and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.



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