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Financial Planner

2 months ago

Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full time
Chartered Financial Planner Opportunity

We are seeking a highly experienced 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.

The successful candidate will have a strong track record of delivering high-quality financial planning advice to HNW individuals, including business owners, families, and professionals. You will be responsible for delivering advice across the full spectrum of financial planning, including investments, DFM, cashflow modelling, IHT, and other tax and retirement planning.

Key Responsibilities:

  • Deliver high-quality financial planning advice to HNW clients
  • Work with a varied client portfolio, including business owners, families, and professionals
  • Develop and maintain strong relationships with clients and colleagues
  • Stay up-to-date with industry developments and best practices

Requirements:

  • Chartered Financial Planner (near or equivalent) qualification
  • Several years' experience operating at the top-end of the personal financial planning arena
  • Strong knowledge of financial planning principles and practices
  • Excellent communication and interpersonal skills

What We Offer:

  • A competitive salary and bonus structure
  • A comprehensive benefits package
  • Opportunities for professional development and growth

We are an equal opportunities employer and welcome applications from all qualified candidates. If you are a motivated and experienced financial planner looking for a new challenge, please submit your application.