Financial Services Graduate - Falkirk, Stirlingshire, United Kingdom, FK1


Financial Services Graduate

£17,000 to £18,000 plus benefits

A top end and award winning Pension consultancy are looking for an enthusiastic graduate to join their talented team in Stirling.

You would be responsible for maintaining and administering a portfolio of SIPP accounts whilst liaising regularly with clients, IFAs and scheme members. You will also be responsible for building and maintaining excellent relationships with the contacts within these client firms. You will be working with Investments, Property and Drawdown elements.

Duties include:

  • Full responsibility for managing a portfolio of SIPP accounts
  • Setting up new schemes, illustrations, Buying and Selling of property, technical support, calculations, reports and compliance.
  • Building and maintaining relationships with client contacts and third parties.

In order to qualify for the role you MUST have a Finance/Business related degree and be looking to start a career in Financial Services.

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.