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Junior Financial Planning Admin - Client Service

Job in Stirling, Stirlingshire, AB42, Scotland, UK
Listing for: JohnstonGreer Ltd
Full Time position
Listed on 2026-10-17
Job specializations:
  • Finance & Banking
    Banking & Finance, Wealth Management
Salary/Wage Range or Industry Benchmark: 26000 - 32000 GBP Yearly GBP 26000.00 32000.00 YEAR
Job Description & How to Apply Below

Johnston Greer Ltd is recruiting a Financial Services Administrator in the UK to support a wealth management team. You will train initially, then handle pensions, investments and platform-based tasks while servicing existing clients.

You will prepare valuations and quotations, maintain databases and documentation, and communicate with clients by letter, phone and email to strengthen relations with product providers.

We are looking to fill the Junior Financial Planning Admin
- Client Service position at Johnston Greer Ltd in Stirling, Scotland, United Kingdom.

We invite applications for the Junior Financial Planning Admin
- Client Service position located in Stirling, Scotland, United Kingdom.

The following opportunity is for a Junior Financial Planning Admin
- Client Service with Johnston Greer Ltd.

Our organisation is growing, and we are hiring a Junior Financial Planning Admin
- Client Service in Stirling, Scotland, United Kingdom.

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