Financial Support Level 3 Apprenticeship - Johnston Financial

Financial Support Level 3 Apprenticeship - Johnston Financial

Why Johnston Financial?

Johnston Financial are a Chartered Financial Planner and Wealth Manager established in 1988 who are responsible for nearly £500 million of our clients’ assets. They provide advice on financial services in a wide range of areas and establish investment portfolios for clients throughout the UK from their Edinburgh New Town offices. This company is one of the largest in its sector and they are committed to ensuring our clients receive exceptional levels of service. To do this they seek to ensure that the staff receive ongoing professional development and enjoy their working environment.

They are currently looking for a Financial Services Apprentice to join their team in Edinburgh.

What’s involved:

• Supporting the wider team with collaborative document management, using the in‑house Enable system to maintain accurate and bespoke client records
• Acting as the first point of contact for customer and client queries, as well as colleagues seeking information
• Managing finance documents and maintaining up‑to‑date financial information for each client
• Assisting with the creation and preparation of bespoke client valuations
• Working collaboratively with advisors to manage their diaries and coordinate meetings
• Updating shared online drives and client portals daily through Enable, ensuring all information is recorded accurately
• Using Excel to run financial reports relating to current client work
• Scanning and uploading documents into the Enable management system
• Using Microsoft Office applications

What do they need from you?

• Excellent attention to detail
• Great communicators who listen to and understand our customers

Salary:

£18,000 per annum

Working hours:

Monday to Friday, 9am - 5pm

Benefits:

• Pension scheme
• Full time role on completion of apprenticeship
• Further development within Financial Services

Future prospects:

You will have the chance to continue to develop through the company and progress within your role.

How to apply

To apply for this role and to find out more, please click on the apply button. Please note that applications may close before the application deadline, so apply early to avoid disappointment.