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Financial Planning Specialist

2 months ago

Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full time

Financial Planning Specialist

**About the Role**

We are seeking a Chartered Financial Planner to join our team at JohnstonGreer Ltd. As a key member of our financial planning team, you will work with our existing client portfolio and continue to develop your own connections. You will be responsible for delivering advice across the full spectrum of financial planning, including investments, cash flow modeling, and tax planning.

**Key Responsibilities**

* Provide financial planning advice to high net worth individuals and families
* Develop and implement financial plans to meet clients' goals and objectives
* Work closely with our partners to generate new business leads
* Collaborate with our team to deliver exceptional client service

**Requirements**

* Chartered Financial Planner (CFP) qualification
* Several years' experience in financial planning
* Strong knowledge of investments, tax planning, and cash flow modeling
* Excellent communication and interpersonal skills

**What We Offer**

* Competitive salary and bonus structure
* Opportunities for professional development and growth
* Collaborative and dynamic work environment

**Apply Now**

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