Financial Planning Assistant - Stirling, United Kingdom - JohnstonGreer

JohnstonGreer

Verified Company

Stirling, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial Planning Assistant - Graduate

£21,000 to £23,000 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 administrationduties.

- servicing existing client records
- platform-based work
- valuations
- database management
- communications with clients
- product provider liaison

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