Financial Planner
1 month ago
Financial Planning Role
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**Job Summary**
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.
**Key Responsibilities**
* Deliver financial planning advice across the full spectrum, including investments, cashflow modelling, IHT, tax, and retirement planning
* Work with a varied client portfolio, including business owners, families, and professionals
* Collaborate with our financial planning team to generate leads and conduct fee-based work
**Requirements**
* Chartered Financial Planner (near or equivalent) with several years' experience in the personal financial planning arena
* Strong understanding of investments, tax, and retirement planning
* Excellent communication and interpersonal skills
**What We Offer**
* Competitive salary and bonus structure
* Opportunities for professional development and growth
* Collaborative and dynamic work environment
**About Us**
JohnstonGreer Ltd is a wealth practice dedicated to providing exceptional financial planning services to our clients. We are committed to building long-term relationships and delivering tailored solutions to meet our clients' needs.
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