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Financial Planner
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Financial Planning Role
Join JohnstonGreer Ltd, a leading wealth practice, as a Chartered Financial Planner to work with our existing client portfolio. The financial planning team deals with leads generated by the firm's partners, with all work conducted on a fee basis.
As a Private Client Advisor, you will deliver advice across the full spectrum of Financial Planning, including Investments, DFM, Cashflow Modelling, IHT, other Tax and Retirement Planning. You will work with a varied client portfolio, including business owners, families, and professionals.
Key Responsibilities:
* Deliver financial planning advice to high net worth clients
* Work with a team to generate leads and conduct fee-based work
* Develop and maintain client relationships
Requirements:
* Chartered Financial Planner (near or equivalent) with several years' experience
* Strong knowledge of financial planning and wealth management
* Excellent communication and interpersonal skills
What We Offer:
* Competitive salary and bonus structure
* Opportunities for professional development and growth
* Collaborative and dynamic work environment
If you are a motivated and experienced financial planner looking for a new challenge, please apply.
