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Investment Planning Consultant
2 months ago
Job Title: Financial Planner
Salary: £55,000 to £65,000 plus benefits and bonus (OTE £80,000 plus)
About the Role:
JohnstonGreer is seeking an experienced Financial Planner to join our team in the wealth management sector. As a Financial Planner, you will be responsible for providing individual advice to HNW private clients and their families.
Key Responsibilities:
- Deliver advice across the full spectrum of financial planning, including:
- Retirement planning
- Investment planning
- Income Tax planning
- Inheritance Tax planning
- Maintain relationships with existing client portfolio
- Cultivate and maximise introductions made internally
- Work office-based with occasional travel to other locations
Requirements:
Candidates will be experienced Advisors within the wealth management sector with minimum Level 4 qualifications. You will have a proven track record and demonstrate the necessary desire and commitment to succeed in this autonomous role.
About JohnstonGreer:
JohnstonGreer is a recruitment agency specialising in the Financial Services and Pension sectors. We operate as an Employment Agency in providing permanent job seeking services.
