Financial Planner
4 weeks ago
We are seeking a highly experienced Chartered Financial Planner to join our team at JohnstonGreer Ltd.
Salary: £65,000 to £95,000 plus bonus and benefits
Job Summary:
We are looking for a Chartered Financial Planner with several years' experience operating at the top-end of the Personal Financial Planning arena. As a key member of our financial planning team, you will work with our existing client portfolio and deal with your own connections, delivering advice across the full spectrum of Financial Planning.
Key Responsibilities:
- Deliver financial planning advice to high net worth individuals and families
- Work with a varied client portfolio, including business owners, professionals, and families
- Develop and implement financial plans, including investments, cashflow modelling, IHT, and tax planning
- Collaborate with our partners to generate new business leads
- Conduct fee-based work for HNW clients
Requirements:
- Chartered Financial Planner (near or equivalent) qualification
- Several years' experience in Personal Financial Planning
- Strong knowledge of financial planning principles and practices
- Excellent communication and interpersonal skills
About Us:
JohnstonGreer Ltd is a leading wealth practice dedicated to providing exceptional financial planning and investment services to our clients. We are committed to delivering high-quality advice and building long-term relationships with our clients.
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