Financial Planning Assistant - City, Aberdeen, United Kingdom, AB10

£26k

Financial Planning Assistant

Up to £26,000

Financial Planning Assistant required by this highly successful firm of Financial Advisers that provide advice to HNW Private Clients across Investments, Retirement Planning and Protection. The business continues to grow and is a well-recognised locally.

You will be responsible for supporting the Financial Advisers and Paraplanners processing:

  • Valuations and LOAs
  • Preparing client meetings and review packs
  • New business applications
  • Servicing existing business
  • Client database management.

To be successful must have minimum 3 years Advisor support experience within a Financial Planning or Investment Management environment plus excellent administration and communication skills. Ideally Level 4 Diploma qualified.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.