IT & Software

Wealth Services Administrator - Client & Platform Support

JohnstonGreer

Stirling · Scotland · United Kingdom

JohnstonGreer in the United Kingdom is seeking a Financial Services Administrator to join their wealth management team. You will complete initial training and handle admin tasks for pensions, investments and protection while supporting advisers.

The role focuses on servicing existing clients, platform-based work, valuations, quotations, database and record-keeping, and client communications by letter, phone and email; ideal for recent graduates seeking a step into financial planning.

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Reference: WJ-5107_14619076

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