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Financial Planning Assistant (Graduate) - Stirling

JohnstonGreer
CompanyJohnstonGreer
CategoryOperations & Admin
LocationStirling
Remote
EmploymentNot stated
LevelEntry
SalaryNot stated by the employer
First seen2 Aug 2026 (the employer did not state a posting date)
Last verified10 Aug 2026
SourceThe employer's own careers page (company_site)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
Financial Planning Assistant – Graduate To £27,000 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 defined career path. If you are interested in this position click the apply button below or you can email your details to [email protected]. 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. We also support firms growing through acquisition and owners seeking to exit their business.