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⏰ Full-time

Financial Planning Assistant (Graduate)

JohnstonGreer
Location 📍 Stirling, United Kingdom
Posted 📅 June 16, 2026
Work Type ⏰ Full-time

Position Overview

Description

To £26,000 plus benefits and bonus


Graduate required by this top-quality wealth manager that provides advice to both HNW private individuals and corporate clients. Having grown their team of Advisors they now wish to add an additional support professional to deal with technical and administration duties.


Joining as a graduate you will complete the initial training, following which you will be responsible for –

  • processing of new business applications

  • servicing existing client records

  • platform-based work

  • valuations

  • database management

  • communications with clients

  • product provider liaison
  • The ideal candidate will be a graduate in a financial orientated degree looking to make their first step into financial planning, investments or pensions. The firm offers full support through the industry exams including study leave and then a clearly defin...

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    Job Details

    Employment Type
    Full-time
    📊
    Category
    Financial Specialists
    🏠
    Work Arrangement
    On-site
    📍
    Location
    Stirling, United Kingdom