Financial Planning Specialist

1 month ago


Preston, Lancashire, United Kingdom JohnstonGreer Ltd Full time

JohnstonGreer Ltd is seeking a skilled Financial Planning Specialist to join their Private Client team. As a Financial Planning Specialist, you will provide independent advice to HNW individuals, including business owners, professionals, and their families.

The ideal candidate will have experience in providing holistic financial planning, operating across Investments, Tax, Cashflow, Retirement Planning, and Protection. They will be able to demonstrate resilience, technical knowledge, and an assured manner.

The role offers a competitive salary, bonus, and benefits package, with the potential for an OTE of £90,000 plus.

Key responsibilities will include:

  • Providing financial planning advice to HNW clients
  • Operating across a range of financial planning areas, including Investments, Tax, Cashflow, Retirement Planning, and Protection
  • Working closely with the Private Client team to deliver exceptional client service

Candidates should have a strong background in financial planning, with experience of working with HNW individuals. They should also be able to demonstrate excellent communication and interpersonal skills.



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