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Financial Planner

2 months ago


Preston, Lancashire, United Kingdom JohnstonGreer Ltd Full time

Financial Planning Role

**About the Role**

JohnstonGreer Ltd is seeking an experienced Financial Planner to join our Private Client team. As a Financial Planner, you will provide independent advice to HNW individuals, including business owners, professionals, and their families.

**Key Responsibilities**

* Operate across Investments, Tax, Cashflow, Retirement Planning, and Protection
* Provide holistic financial planning to HNW individuals
* Demonstrate resilience, technical knowledge, and an assured manner

**Requirements**

* Existing Financial Planners with experience in providing financial planning to HNW individuals
* Strong technical knowledge and ability to operate in an advice-first environment

**What We Offer**

* Competitive salary and bonus structure
* Opportunities for professional development and growth

**Join Our Team**

If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application.