Financial Planner

1 day ago

Preston, Lancashire, United Kingdom JohnstonGreer Ltd Full time
Financial Planner Opportunity at JohnstonGreer Ltd

Join our team of experienced financial planners at JohnstonGreer Ltd, a prominent IFA providing personal advice to high net worth individuals, including business owners, professionals, and their families.

About the Role

As a Financial Planner, you will operate in an environment that prioritizes advice-first, focusing on the long-term financial success of client portfolios. You will provide independent advice as part of our Private Client team, working across Investments, Tax, Cashflow, Retirement Planning, and Protection.

  • Develop and implement comprehensive financial plans for high net worth individuals, addressing their unique needs and goals.
  • Collaborate with our team of experts to provide holistic financial solutions, ensuring the long-term success of our clients.
  • Stay up-to-date with industry developments and regulatory changes, applying this knowledge to deliver exceptional client outcomes.
Requirements

We are seeking an experienced Financial Planner with a proven track record of providing high-quality advice to high net worth individuals. You will possess excellent technical knowledge, resilience, and an assured manner, with the ability to work effectively in a fast-paced environment.

Key skills and qualifications include:

  • Strong understanding of investments, tax, cashflow, retirement planning, and protection.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Proven ability to work independently and as part of a team, with a focus on delivering exceptional client outcomes.

We offer a competitive salary, bonus, and benefits package, as well as opportunities for professional development and growth within our organization.

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