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Financial Planning Assistant

JohnstonGreer · Stirling, Scotland, United Kingdom

Location
Stirling
Job Type
Full-time
Posted
June 15, 2026

Job Description

Description

£26,000 to £28,000 plus benefits and bonus


Financial Services administrator required by this top-quality wealth manager that provides advice to both HNW private individuals and corporate clients. Having increased their team of Advisors, they now wish to add an additional staff member to deal with administration.


You will probably be newer to the industry and will complete the initial training, following which you will be responsible for –

  • processing of pensions, investments and protection

  • servicing existing clients

  • platform-based work

  • valuations and quotations

  • database, documentation and record-keeping

  • client communications via letter, telephone and email

  • building relationships with product provider

    • The ideal candidate will be a graduate in a financial orientated degree looking to make their first step into financial planning, or candida...

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